Investment Analyst
Core
Support the Global Multi Asset team by developing content for multi-asset research and investment capabilities and conducting asset allocation research.
Role type
Investment Analyst (Asset Allocation & Research)
Builds
Multi-asset research content, investment analysis, and support for Tactical Asset Allocation (TAA) and Investment Policy Committee (IPC) processes.
Domain
Asset Management / Wealth Management
Required skills
Investment research, asset allocation analysis, presentation design, MS Office suite, AI implementation use cases
Preferred skills
Financial services experience, Fund Administration
Technologies
MS Office suite, AI tools
Responsibilities
Create content related to multi-asset research and investment capabilities, Conduct asset allocation investment research, Support portfolio and product management initiatives, Serve as subject matter expert for presentation decks and marketing collateral, Collaborate with partners to support monthly IPC meetings, Facilitate discussions and implementation of IPC meetings, Carry out research tasks for the TAA process
Seniority
Mid-level, hands-on IC