Investment Analyst
Core
Support regional product management efforts across Asia (excluding Japan) by providing analytical leverage to investment teams, developing new products, and managing client communications.
Role type
Investment Analyst (Product Management)
Builds
Investment solutions and client-facing materials for equity strategies
Domain
Global Capital Markets / Equity Investing
Deliverable
product features | dashboards & analysis | client delivery
Required skills
Portfolio positioning analysis, risk attribution, market trend analysis, competitive positioning, pricing strategy, RFP review, client presentation, data synthesis, MS Excel mastery, workflow automation
Preferred skills
Factset familiarity, AI tool usage, commercial judgment development, relationship building across diverse cultures
Technologies
MS Excel, Factset, AI tools
Responsibilities
Perform analyses on portfolio positioning, attribution, risk, market trends, and competitive landscape; create and maintain marketing/client materials; review RFPs and respond to client inquiries; participate in external client meetings; automate workflows; collaborate on new investment approaches.
Seniority
Junior, analytical support role