Investment Analytics Senior Associate

Join our dynamic team as an Investment Strategy Support Associate Sr, where you will play a pivotal role in shaping the future of investment strategies. Leverage your expertise in portfolio analytics and collaborate with top-tier professionals to drive innovation and excellence.

As an Investment Strategy Support Associate in Wealth Management Solutions team, you will collaborate with various stakeholders to enhance Portfolio risk metrics and analytics in a timely manner. This role offers the opportunity to work with a team of quantitative researchers, develop analytical tools, and provide quantitative support to key business units. You will be instrumental in designing and implementing data quality assurance processes and performing ad-hoc quantitative research for Client Advisors.

Job Responsibilities

• Collaborate with stakeholders to enrich the existing operating model for reviewing and onboarding Portfolio analytics.
• Work with quantitative researchers to develop analytical tools for risk and portfolio construction.
• Provide quantitative support to Portfolio Management, Due Diligence, Portfolio Governance, and Risk Management teams.
• Perform ad-hoc quantitative research and analysis for Client Advisors.
• Drive initiatives to improve investment strategies and processes.
• Communicate complex quantitative concepts to non-technical stakeholders.
• Lead projects to enhance data analytics capabilities.
• Mentor junior team members and foster a collaborative team environment.

Required Qualifications, Capabilities, and Skills

• 7+ years of experience in portfolio analytics-related roles.
• Advanced knowledge of equity, fixed income, and alternative markets and investment products.
• Proficiency in Python and a smart programming mindset to solve tactical problems.
• Proven ability to manage complex tasks and juggle priorities in a dynamic environment.
• Strong written and verbal communication skills.
• Knowledge of asset classes and risk profiles.

Preferred Qualifications, Capabilities, and Skills

• CFA, FRM, or MBA in Finance.
• Experience in investment and risk management.
• Ability to collaborate effectively with diverse teams.
• Familiarity with Jira, Bloomberg, Factset, and MS Office.

Join our dynamic team as an Investment Strategy Support Associate Sr, where you will play a pivotal role in shaping the future of investment strategies. Leverage your expertise in portfolio analytics and collaborate with top-tier professionals to drive innovation and excellence.

As an Investment Strategy Support Associate in Wealth Management Solutions team, you will collaborate with various stakeholders to enhance Portfolio risk metrics and analytics in a timely manner. This role offers the opportunity to work with a team of quantitative researchers, develop analytical tools, and provide quantitative support to key business units. You will be instrumental in designing and implementing data quality assurance processes and performing ad-hoc quantitative research for Client Advisors.

Job Responsibilities

• Collaborate with stakeholders to enrich the existing operating model for reviewing and onboarding Portfolio analytics.
• Work with quantitative researchers to develop analytical tools for risk and portfolio construction.
• Provide quantitative support to Portfolio Management, Due Diligence, Portfolio Governance, and Risk Management teams.
• Perform ad-hoc quantitative research and analysis for Client Advisors.
• Drive initiatives to improve investment strategies and processes.
• Communicate complex quantitative concepts to non-technical stakeholders.
• Lead projects to enhance data analytics capabilities.
• Mentor junior team members and foster a collaborative team environment.

Required Qualifications, Capabilities, and Skills

• 7+ years of experience in portfolio analytics-related roles.
• Advanced knowledge of equity, fixed income, and alternative markets and investment products.
• Proficiency in Python and a smart programming mindset to solve tactical problems.
• Proven ability to manage complex tasks and juggle priorities in a dynamic environment.
• Strong written and verbal communication skills.
• Knowledge of asset classes and risk profiles.

Preferred Qualifications, Capabilities, and Skills

• CFA, FRM, or MBA in Finance.
• Experience in investment and risk management.
• Ability to collaborate effectively with diverse teams.
• Familiarity with Jira, Bloomberg, Factset, and MS Office.