Investment Analyst - Client Portfolios
Core
Investment Analyst providing portfolio management services, asset allocation, and investment manager selection for endowments, foundations, and private clients across Asia.
Role type
Investment Analyst (Portfolio Management & Advisory)
Builds
Custom investment portfolios and research-driven recommendations for client investment committees
Domain
Global Asset Management / Investment Consulting
Required skills
Quantitative analysis, Asset allocation modeling, Investment manager research, Portfolio construction, Performance attribution, Excel/PowerPoint
Preferred skills
Alternative investments knowledge (Hedge funds, PE, VC, Private Credit), Business development support
Technologies
Microsoft Excel, Word, PowerPoint, Internal analytics tools
Responsibilities
Develop and review asset allocation and investment strategies for client portfolios, Evaluate and select investment managers across asset classes, Prepare portfolio review materials and investment recommendations, Perform quantitative analysis for risk monitoring and performance attribution, Support business development efforts including RFPs and pitch materials
Seniority
Junior, 0-2 years experience