Investment Analyst
Core
Investment Analyst supporting client coverage in Italy by assessing investment managers' portfolios and providing capital markets research and advice.
Role type
Investment Analyst (IC)
Builds
Investment reports and presentation documentation for endowments, foundations, pension plans, and private clients.
Domain
Asset Management / Capital Markets
Deliverable
dashboards & analysis
Required skills
Portfolio assessment, quantitative analysis, written reporting, MS Excel, MS PowerPoint, Python, API integration, LLM usage
Preferred skills
CFA designation, CAIA designation, automation expertise
Responsibilities
Assess investment managers' portfolios (public markets, hedge funds, FX), interact directly with clients, prepare exhibits and presentation documentation
Seniority
Junior to Mid-level IC
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