Investment Analyst
Core
Support Equity Product Management by analyzing portfolios, managing product integrity, and preparing client materials for Japanese institutional clients.
Role type
Investment Analyst (Equity Product Management)
Builds
Client-facing equity investment solutions and product communications
Domain
Global Capital Markets / Equity Investing
Deliverable
product features | dashboards & analysis | client delivery
Required skills
Portfolio analysis, performance attribution, risk assessment, market research, data management, Japanese language proficiency, English language proficiency, financial modeling, stakeholder coordination
Preferred skills
CFA, CMA, MBA, experience in equity research or product management
Technologies
Excel, PowerPoint, internal portfolio systems, third-party data providers
Responsibilities
Analyze portfolio positioning, performance, and risk indicators; prepare client meeting materials and market commentary; translate and adapt investment materials between Japanese and English; support RFPs and due diligence processes; conduct competitor and capacity analysis; maintain product databases and internal trackers.
Seniority
Junior to Mid-level, developing IC