Investment Specialist, Multi Asset Solutions
Core
Develop new multi-asset investment products and solutions, conduct market and manager research, and support client portfolio positioning and risk management.
Role type
Investment Specialist (Product Coverage)
Builds
Customized multi-asset portfolios and investment solutions for institutional clients
Domain
Asset Management / Multi-Asset Strategies
Deliverable
product features
Required skills
Portfolio analysis, performance attribution, risk management, product development, market research, strategic planning, financial modeling, data analysis, technical writing, presentation skills
Preferred skills
MBA, CFA, asset manager experience, sell-side experience, management consultancy experience, Factset proficiency, global perspective, language skills
Technologies
MS Excel, Factset
Responsibilities
Develop new investment products and strategies, conduct market and manager research, perform portfolio positioning and risk analysis, create marketing and client materials, review RFPs, communicate investment philosophy to clients and consultants
Seniority
Mid-level, hands-on IC