Research Analyst
Core
Conduct due diligence on multi-asset products, support portfolio construction and asset allocation strategies, and provide research and analysis to investment counsellors.
Role type
Senior Investment Research Analyst
Builds
Curated investment product shelf, portfolio construction frameworks, and educational resources for investment counsellors
Domain
Wealth Management / Asset Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio construction, asset allocation, due diligence, financial modeling, risk management, economic analysis, fund analysis, investment performance measurement, investment risk management, long term planning
Preferred skills
CFA Charterholder, Python, R, SQL, VBA, large-language-models, AI agents, mutual fund/SMA/ETF due diligence
Technologies
Excel, PowerPoint, Morningstar, Bloomberg, R, Python, VBA, SQL
Responsibilities
Support Chief Investment Strategist in due diligence of multi-asset products; Research and evaluate pooled funds/SMAs/ETFs for shelf inclusion/exclusion; Prepare qualitative and quantitative due diligence materials and portfolio analyses; Provide personalized service to investment counsellors regarding asset allocation and security selection; Address portfolio management queries and support scenario analyses; Collaborate with internal and third-party teams to enhance product toolkit; Contribute to Investment Committee meetings; Maintain strategic asset allocation frameworks; Support IC education and training initiatives; Update Alts-tracker tool; Harness AI capabilities to automate processes; Participate in PM update calls; Ensure CounselNet material is current.
Seniority
Senior, hands-on IC
