Investment Analyst
Core
Provide product analysis, expertise, and content for market and regulatory communications to support sales, marketing, and portfolio managers.
Role type
Investment Analyst (Product Research)
Builds
Content, communications, and messages for Funds/ETFs aligned with business and sales objectives.
Domain
Financial Services / Investment Management
Deliverable
product features
Required skills
Analytical skills, writing skills, oral communication, presentation skills, interpersonal skills, time management, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Preferred skills
CFA designation, Master's degree, VBA, Python
Responsibilities
Build and maintain expert knowledge on assigned strategies (Funds/ETFs) and capital markets; Build and maintain strong working relations with investment staff, retail sales, marketing, and institutional teams; Ensure assigned Funds/ETFs are optimally positioned for success; Support sales team members on ad hoc queries for product information and training; Assist in the development and analysis of thought leadership pieces; Conduct competitor research and maintain understanding of competitor funds; Participate in client interactions on assigned strategies from time to time.