Analyst, Investment Research and Solutions
Core
Support the execution, maintenance, and data administration of proprietary research tools and platforms to assist investment advisory and portfolio management teams.
Role type
Analyst, Investment Research and Solutions
Builds
Proprietary research tools, platforms, and reporting suites
Domain
Financial Services / Investment Management
Deliverable
dashboards & analysis
Required skills
Quantitative analysis, Investment research tools (Morningstar, Bloomberg, eVestment), Advanced Excel, Financial services knowledge, Due diligence, Market metrics analysis
Preferred skills
CFA Level 1 candidate, Product positioning, Strategic research projects
Technologies
Morningstar, Bloomberg, eVestment, Excel
Responsibilities
Conduct quantitative screening and qualitative evaluation of external investment managers; Maintain investment databases and build recurring reporting suites; Support product positioning and presentation content based on market research; Provide analytical support for strategic product initiatives.
Seniority
Entry-level / Early-career