Solutions Associate
Core
Support Strategists in analyzing client portfolios, developing investment recommendations, and producing customized presentation materials for fixed income and credit opportunities.
Role type
Associate (Investment Solutions & Analytics)
Builds
Actionable investment insights, portfolio analysis, and customized client presentations
Domain
Fixed income, credit, and asset management
Required skills
Portfolio analysis, risk analytics, economic scenario analysis, stress testing, Excel, PowerPoint, Bloomberg, fixed income knowledge
Preferred skills
CFA designation, insurance/actuarial experience, liability-driven investment strategies
Responsibilities
Run risk analytics and optimizations on client portfolios, build presentation materials, manage multiple simultaneous projects, monitor project queue and operating metrics, conduct ad-hoc research
Seniority
Associate (1-3 years experience) or Analyst (recent graduates)