Solutions Associate
Core
Support Strategists in analyzing client portfolios, developing investment recommendations, and producing customized presentation materials for fixed income and credit opportunities.
Role type
Associate (Investment Solutions & Analytics)
Builds
Customized investment presentations and actionable insights for client portfolios
Domain
Fixed income and credit investment management
Required skills
Portfolio analysis, risk analytics, economic scenario analysis, stress testing, Excel, PowerPoint, fixed income knowledge
Preferred skills
CFA designation, insurance experience, actuarial experience, Bloomberg proficiency
Technologies
Excel, PowerPoint, Bloomberg, proprietary software, databases
Responsibilities
Analyze client portfolios and build presentations, run risk analytics and stress tests, manage multiple simultaneous projects, maintain standard presentation materials, monitor project queue and metrics, collaborate with Account Management and Analytics groups, conduct ad-hoc research
Seniority
Associate (1-3 years experience) or Analyst (recent graduates)