Sr Analyst Investment Strategy - BSC (Hybrid)
Core
Provide critical analytical support for identifying, underwriting, and monitoring over $17 billion in Trust assets including pension, healthcare, and savings plans.
Role type
Senior Investment Analyst (Asset Management)
Builds
Investment oversight and due diligence for multi-asset class trusts
Domain
Institutional Asset Management / Pension & Trust Administration
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial analysis, due diligence, portfolio monitoring, data synthesis, advanced Excel, investment strategy knowledge, performance measurement
Preferred skills
CFA, MBA, financial engineering, Python/AI coding, Aladdin/MSCI Barra/Bloomberg proficiency
Technologies
Aladdin, MSCI Barra, Bloomberg, Moody's DB PFaroe, Excel
Responsibilities
Monitor existing investments across trusts, conduct due diligence for new investment relationships, execute special projects for trust asset management, support reporting and analyses for investment operations
Seniority
Senior, hands-on IC