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Investment Portfolio Analyst
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This role will involve supporting Product Strategists in delivering portfolio solutions for clients. The successful candidate will leverage the effectiveness of the Asset Allocation Product Strategy team so they can focus on strategy advice and implementation by supervising data/information coordination and analysis.
The candidate will perform detailed portfolio research and quantitative analysis with Excel, Bloomberg, and Business Query. They will also perform risk management, attribution, market commentary, and other product analysis reports on a weekly/monthly/quarterly basis. Additionally, they will work with the product strategy team to monitor and manage the project queue to help prioritize opportunities, follow up with AMs to ensure continued connectivity and sustained involvement with clients.
