Associate Consultant
Core
Investment professional leading complex analytical assignments, translating portfolio and manager data into actionable investment insights for multi-asset portfolios.
Role type
Associate Consultant (Investment Analytics & Manager Research)
Builds
Investment insights, manager research notes, dashboards, and reports for internal stakeholders.
Domain
Asset Management / Investment Analytics
Required skills
Portfolio analytics, performance attribution, risk analysis, manager research, factor analysis, scenario analysis, investment research writing, data automation, visualization
Preferred skills
Optimization, Capital Market Assumptions, stress testing, regression, factor models, institutional platforms
Technologies
Institutional investment platforms, regression, factor models, visualization tools
Responsibilities
Perform advanced portfolio, performance, attribution, risk and factor analysis across multiple asset classes; Evaluate portfolio positioning, manager contributions, diversification, risk exposures and investment outcomes; Support ongoing research and monitoring of assigned investment managers and strategies; Prepare manager research notes and investment commentary; Translate complex analysis into clear investment insights, recommendations, dashboards, reports and presentations; Contribute to reporting, data, automation and analytical improvement initiatives
Seniority
Associate (6+ years experience)