Investment Analyst
Core
Provide analytical leverage to the Equity Product Management team by performing analyses on portfolio positioning, attribution, risk, market trends, competitive positioning, and pricing.
Role type
Investment Analyst (Product Management)
Builds
Investment solutions and client materials for institutional clients
Domain
Asset Management / Equity Investing
Required skills
Analytical skills, data organization and synthesis, judgment, intellectual curiosity, writing skills, presentation skills, time management, MS Excel mastery, familiarity with Factset
Preferred skills
CFA progress, AI tools proficiency, creativity, initiative
Responsibilities
Perform analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing; create and maintain marketing and client materials; review RFPs and respond to client questions; automate workflows; present in external client meetings; collaborate on new investment approaches
Seniority
Mid-level, individual contributor