Investment Associate
Core
Supports the Portfolio Manager in managing a diversified, multi-asset global portfolio spanning equities, fixed income, and alternatives, including hedge funds, with a primary focus on manager research, fund selection, and tactical trades.
Role type
Investment Associate (International Listed Investments)
Builds
Global multi-asset portfolios including equities, fixed income, and alternatives
Domain
Asset Management / Investment Banking
Required skills
Investment acumen, advanced analytical capabilities, sound judgement, Bloomberg proficiency, VBA, AI tools, Morningstar, Addepar
Preferred skills
CFA charter, experience in performance or risk management
Technologies
Bloomberg, VBA, AI tools, Morningstar, Addepar
Responsibilities
Perform due diligence and analysis on prospective managers and funds across equities, fixed income, and alternatives; Prepare clear and concise investment memos and due diligence assessments; Monitor global financial markets to understand macro and market developments; Generate tactical trade ideas and actionable allocation and rebalancing suggestions; Support the PM in periodic quantitative and qualitative performance reporting on the portfolio.
Seniority
Mid-Senior (4-7 years experience)