Solutions Associate
Core
Support Strategists in analyzing client portfolios, developing investment recommendations, and producing customized presentation materials for clients.
Role type
Associate in Client Solutions & Analytics
Builds
Actionable investment insights, portfolio analysis, and customized presentation materials
Domain
Fixed income and credit investment management
Required skills
Portfolio analysis, risk analytics, economic scenario analysis, stress testing, Excel, PowerPoint, Bloomberg, investment knowledge across asset classes
Preferred skills
CFA designation, insurance experience, actuarial experience, liability-driven investment strategies knowledge
Technologies
Excel, PowerPoint, Bloomberg, proprietary software, external data sources
Responsibilities
Run risk analytics, optimizations, economic scenario analyses, and stress tests; Manage multiple simultaneous projects; Maintain standard presentation materials; Collaborate with Account Management, Analytics, and Product Strategy groups; Conduct ad-hoc research projects and analyses
Seniority
Junior, Analyst to Associate level