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Job Overview:

We are seeking a skilled Investment Analyst to join our Wealth Management team, specializing in multi-asset investing strategies, fund of funds management, trading execution, and fund administration reporting. This role offers a unique opportunity to contribute to the strategic investment decisions and portfolio management activities crucial to our clients' financial success.

Key Responsibilities:

• Multi-Asset Investment Analysis:
• Conduct thorough research and analysis of various asset classes including equities, fixed income, alternatives, and real estate to identify investment opportunities aligned with client objectives.
• Develop and implement multi-asset investment strategies that optimize risk-adjusted returns and asset allocation models.
• Fund of Funds Management:
• Evaluate external fund managers and funds across different asset classes and geographical regions.
• Construct and manage fund of funds portfolios tailored to meet client-specific risk tolerance and return expectations.
• Trading Execution:
• Execute trades across multiple asset classes with a focus on achieving best execution while adhering to investment guidelines and regulatory requirements.
• Monitor market trends and execute trades efficiently to capitalize on investment opportunities and mitigate risks.
• Fund Administration Reporting:
• Prepare and deliver comprehensive performance reports, portfolio analytics, and investment commentaries for clients and internal stakeholders.
• Ensure accuracy and timeliness of fund administration tasks including NAV calculations, reconciliation, and compliance reporting.
• Client Relationship Management:
• Collaborate with Relationship Managers and Wealth Advisors to understand client goals and preferences, providing investment insights and solutions.
• Participate in client meetings and presentations to discuss investment strategies, performance reviews, and market outlooks.
• Risk Management and Compliance:
• Monitor portfolio risk metrics and conduct scenario analysis to assess potential impacts on portfolio performance.
• Ensure adherence to regulatory requirements, internal policies, and investment guidelines throughout the investment process.

Qualifications:

• Bachelors degree in Finance, Economics, Business Administration, or related field. Masters degree or CFA designation preferred.
• Proven experience (Min. 3 years) in investment analysis, portfolio management, or asset allocation within a wealth management or financial services firm.
• Strong understanding of multi-asset investing strategies, fund of funds management, and trading execution across global markets.
• Proficiency in financial modeling, quantitative analysis, and investment research tools (e.g., Bloomberg, Morningstar Direct).
• Excellent communication skills with the ability to present complex investment concepts and recommendations to diverse audiences.
• Detail-oriented mindset with a strong focus on accuracy and compliance in fund administration and reporting.
• Ability to thrive in a dynamic, fast-paced environment while managing multiple priorities and deadlines effectively.

Benefits:

• Competitive salary and performance-based incentives.
• Comprehensive benefits package including healthcare, retirement plans, and professional development opportunities.
• Collaborative and inclusive work environment with opportunities for career growth and advancement.