Analyst/Associate, Investment Solutions (Portfolio Consulting Team)
Core
Provide custom, in-depth fund and portfolio analysis and bespoke client analytics to support asset allocation decisions.
Role type
Associate investment analyst (portfolio consulting)
Builds
Portfolio analytics, competitive analysis, and client-facing investment insights
Domain
Asset management / Capital markets
Deliverable
dashboards & analysis
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, statistical tools
Responsibilities
Collaborate on portfolio analytics and competitive analysis; independently analyze and interpret data to generate client insights; visualize investment concepts; improve business processes
Seniority
Associate, individual contributor