Investment Analyst
Core
Provide analytical leverage to the Equity Product Management team by performing analyses on portfolio positioning, attribution, risk, market trends, and competitive positioning.
Role type
Investment Analyst (Equity Product Management)
Builds
Investment solutions and client materials for institutional clients
Domain
Global Capital Markets / Equity Investing
Deliverable
dashboards & analysis
Required skills
Analytical skills, Data organization and synthesis, Solid judgment, Attention to detail, Time management, Clear writing, Presentation skills, MS Excel mastery, Factset familiarity
Preferred skills
CFA progress, AI tools proficiency
Responsibilities
Perform analyses related to portfolio positioning, attribution, risk, market trends, and pricing; Create and maintain marketing and client materials; Review RFPs and respond to client questions; Automate workflows; Present in select external client meetings; Collaborate on developing client solutions and new investment approaches
Seniority
Mid-level, hands-on IC