Working Student - Global Investment Solutions
Core
Support Investment Analysts and Associates with daily tasks including development of investment strategies, asset allocation recommendations, client performance analytics, and ESG reporting.
Role type
Working Student, Investment Support
Builds
Investment strategies, asset allocation recommendations, client performance analytics, ESG reports
Domain
Global Investment Management / Asset Allocation
Deliverable
dashboards & analysis
Required skills
Investment strategy support, asset allocation analysis, client performance analytics, ESG reporting, research gathering, CRM/database management
Responsibilities
Support Investment Analysts and Associates with daily tasks, Prepare client investment performance analytics and quarterly reporting, Gather and assess research on new target markets and industry trends, Update and maintain prospect and client relationship management systems