Investment Fund Analyst
Core
Research, evaluate, and monitor managed investment solutions across public and private markets to support portfolio construction and asset allocation for high-net-worth clients.
Role type
Investment Fund Analyst
Builds
Approved Product List of managed funds, client-facing investment materials, and sustainable investment offerings
Domain
Private Wealth Management / Global Investment Strategies
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Investment analysis, fund selection, risk identification, market trend analysis, portfolio construction support, due diligence, data integrity management
Preferred skills
Sustainable investing expertise, client engagement, strategic asset allocation
Technologies
N/A
Responsibilities
Support research and selection of managed funds; Analyze fund manager reports and market trends; Prepare investment analysis for internal committees; Partner with senior analysts on portfolio construction; Develop client-facing investment materials; Engage with fund managers for due diligence; Support fund administration and reporting processes
Seniority
Mid-level, hands-on IC