Investment Analyst– Multi-Asset Solutions
Core
Support day-to-day management of retail and institutional multi-asset portfolios through implementation, trading, cash management, and analytics.
Role type
Investment Analyst (Multi-Asset Solutions)
Builds
Diversified multi-asset portfolios for retail and institutional clients
Domain
Asset Management / Multi-Asset Investing
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio implementation, trading execution, cash management, portfolio reconciliation, portfolio analytics, data analysis with Python/SQL, investment research support
Preferred skills
Institutional/retail portfolio support experience, order management/reconciliation experience, CFA designation or progress, Power BI, Bloomberg/FactSet/Morningstar/Aladdin
Technologies
Python, SQL, Power BI, Bloomberg, FactSet, Morningstar Direct, Charles River, Aladdin
Responsibilities
Enter portfolio trades across mutual funds, ETFs, and separately managed accounts; manage daily cash flows, subscriptions, redemptions, and reconciliations; monitor portfolio positioning against asset allocation targets; analyze portfolio exposures and produce performance/attribution reports; support investment research and manager oversight; develop automation tools and reporting processes
Seniority
Mid-level, hands-on IC
