Analyst/Associate, Client Solutions & Analytics
Core
Support Strategists in analyzing client portfolios, running risk analytics, and producing customized investment presentations to help clients make better investment decisions.
Role type
Analyst/Associate in Client Solutions & Analytics
Builds
Customized presentation materials, risk analytics, and investment recommendations for client portfolios
Domain
Fixed income and credit investment management
Required skills
Portfolio analysis, risk analytics, investment modeling, financial market knowledge, Microsoft Excel, PowerPoint, data analysis
Preferred skills
Bloomberg proficiency, database management, CFA designation, macroeconomics knowledge, statistics
Technologies
Bloomberg, proprietary software, external data sources
Responsibilities
Analyze client portfolios and build presentations, run risk analytics and stress tests, manage multiple simultaneous projects, maintain standard presentation materials, collaborate with Account Management and Product Strategy groups
Seniority
Junior, development program participant