Analyst/Associate, Investment Solutions (Portfolio Consulting Team)
Core
Provide custom, in-depth fund and portfolio analysis to support client asset allocation and fund selection decisions.
Role type
Analyst/Associate, Investment Solutions (Portfolio Consulting)
Builds
Bespoke client analytics, portfolio analytics, and competitive analysis reports
Domain
Asset Management / Capital Markets
Deliverable
client delivery
Required skills
statistical analysis, data interpretation, data visualization, asset allocation modeling, process improvement
Preferred skills
self-teaching, independent judgement, contextualizing analysis for strategic goals
Technologies
large data sets
Responsibilities
Collaborate with senior team members to develop portfolio analytics related to asset allocation and competitive analysis; Independently analyze and interpret data to highlight relevant insights for client engagements; Identify creative ways to visualize portfolio data and investment concepts; Improve existing processes to help scale the business
Seniority
Associate, hands-on IC