Senior Investment Analyst
Core
Analyze and review investment strategies for Avant's portfolios covering Strategic Asset Allocation, Dynamic Asset Allocation, and Manager/Fund Selection.
Role type
Senior Investment Analyst (Asset Allocation & Manager Selection)
Builds
Investment strategy recommendations, performance and risk reports, and Board Investment Committee papers
Domain
Financial Services / Investment Management
Required skills
Financial analysis, quantitative modelling, Excel, investment markets knowledge, portfolio construction, investment risk concepts
Preferred skills
CFA/FIAA/CIMA, board paper writing, asset/liability management, Python/R, investment reporting, mentoring analysts, ESG integration
Technologies
Excel, Python, R
Responsibilities
Run and maintain internal models for SAA reviews and DAA tilts; Develop investment recommendations for SAA, DAA, and manager selection; Monitor and review manager performance and prepare commentary; Prepare performance, risk, and ad hoc papers for the Board Investment Committee; Mentor analysts and provide peer review of models and recommendations
Seniority
Senior, hands-on IC with mentorship responsibilities