Investment Analyst, Investment Strategy Research
Core
Investment Analyst supporting market analysis, asset allocation guidance, risk management, and investment science by gathering financial-market data, preparing research materials, and utilizing internal AI tools and databases.
Role type
Investment Analyst (Research & Analysis)
Builds
Research materials, analysis, presentations, and models for internal teams and clients
Domain
Global Asset Management / Investment Strategy
Deliverable
production ML models | dashboards & analysis
Required skills
Financial data analysis, Research synthesis, Data modeling, R code development, Quantitative research, Financial analysis, Thoughtful modeling, Data source evaluation, Process improvement, Excel proficiency
Preferred skills
CFA program enrollment, Bloomberg/Factset/Datastream familiarity, Python, Statistical packages
Technologies
R, Python, Microsoft Excel, Bloomberg, Factset, Thomson Reuters Datastream, Internal AI tools
Responsibilities
Update and create analysis ensuring data accuracy and methodology; Utilize internal AI tools and databases to create analysis and models; Respond to ad hoc requests; Research new data sources and publications; Evaluate internal processes for efficiency; Assist in developing and testing R code; Read and summarize institutional investment research publications; Assist with custom quantitative research and financial analysis projects.
Seniority
Entry-level (0-2 years experience)