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
Investment strategies, operational readiness, data reporting, and client-facing investment solutions
Domain
Asset Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Investment operations support, stakeholder management, account onboarding, data and reporting oversight, corporate actions management, GIPS compliance, process improvement
Preferred skills
Advanced Excel, Python, SQL, AI-enabled technologies, automation tools, process improvement identification
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 coordination; Deliver customized investment solutions and high-touch client experiences for Private Asset Management
Seniority
Mid-level IC