Investment Analyst Lead
Core
Lead investment research, portfolio analysis, asset allocation modeling, and benchmarking to support enterprise investment portfolios while overseeing risk and control activities.
Role type
Senior IC investment analyst lead
Builds
Enterprise investment portfolios and risk control frameworks
Domain
Financial services / Investment management
Required skills
Fixed income analysis, Equity analysis, Alternative asset class analysis, Regulatory compliance, Risk control frameworks, Data gathering and reporting, Microsoft Excel, Microsoft PowerPoint, Portfolio performance analysis, Risk attribution analysis
Preferred skills
Cross-functional initiative leadership, System enhancements, Process redesign, Regulatory projects, Investment control frameworks, Audit support, Control testing, Issue remediation, Risk management practice, Custodian and vendor partnership
Technologies
Microsoft Excel, Microsoft PowerPoint
Responsibilities
Conduct extensive research and statistical analysis of investment portfolios, Prepare reports and presentations on portfolio performance, risk, and attribution, Direct and prepare ad hoc analysis and reporting for stakeholders, Present and meet regularly with senior business leaders and compliance/legal/risk teams, Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled, Provide guidance and on-the-job training to less experienced coworkers, Lead and motivate cross-functional team members in investment management process initiatives
Seniority
Senior, hands-on IC with leadership responsibilities