Investment Analyst
Core
Support the Global Multi Asset team by developing multi-asset research content, translating investment views into client-facing materials, and supporting asset allocation research and the Tactical Asset Allocation (TAA) process.
Role type
Investment Analyst (Research & Content)
Builds
Multi-asset research publications, presentation decks, marketing collateral, and investment policy committee support.
Domain
Asset Management / Wealth Management
Required skills
Investment research, content creation, presentation design, MS Office proficiency, financial services experience, collaboration
Preferred skills
Asset management experience, fund administration experience, AI implementation use cases
Technologies
MS Office suite, AI tools
Responsibilities
Create content related to multi-asset research and investment capabilities, conduct asset allocation investment research, support portfolio and product management initiatives, serve as subject matter expert for presentation decks, collaborate on Investment Policy Committee (IPC) meetings, facilitate IPC discussions, carry out research for the TAA process
Seniority
Mid-level, hands-on IC
