Analyst, Investment Liaison
Core
Trusted partner to investment professionals supporting the implementation, management, and operational execution of investment strategies across Fixed Income, Multi-Asset, Equity, and Private Asset Management.
Role type
Analyst, Investment Liaison (Investment Operations)
Builds
Operational readiness, data reporting, and investment strategy delivery for individuals, advisors, institutions, and retirement plan sponsors.
Domain
Asset Management / Financial Services
Required skills
Investment operations experience, stakeholder management, data and reporting oversight, corporate actions management, process improvement, analytical thinking, problem-solving
Preferred skills
Advanced Excel, Python, SQL, AI-enabled technologies, automation tools, CFA/MBA progress
Technologies
Excel, Python, SQL
Responsibilities
Partner with Fixed Income teams on research support and performance reporting; Coordinate with Multi-Asset teams on complex strategy implementation and business transformation; Support global Equity teams in product management and new business opportunities; Deliver customized investment solutions and high-touch client experiences for Private Asset Management.
Seniority
Mid-level IC (2+ years experience)