Wealth & Investment Rsrch Analyst - Lead
Core
Lead wealth and investment research initiatives, develop investment strategies, and provide direct support to Portfolio Managers through research and analysis of complex equities.
Role type
Lead wealth and investment research analyst
Builds
Investment strategies and reports for complex equity portfolios
Domain
Wealth management and investment banking
Required skills
Financial analysis, portfolio performance monitoring, market trend analysis, risk assessment, fiduciary compliance, account administration, client engagement
Preferred skills
Continuous learning, presentation skills, senior leadership communication
Technologies
Third-party research services, consulting platforms
Responsibilities
Lead wealth and investment research initiatives and develop investment strategies, Conduct financial analysis and reporting, Monitor portfolio performance and analyze market trends/conditions, Collaborate with portfolio managers and provide recommendations for investment decisions, Prepare investment reports and engage with clients for investment discussions, Conduct risk assessments and support senior analysts, Oversee the account opening process for all new Investment Management and Trust business, Manage relationships and the administration of trust accounts, Ensure account administration complies with fiduciary principles