Analyst, Investment Liaison

Role Summary

Investment Liaisons within our Global Investment Operations business area serve as trusted partners to investment professionals, supporting the implementation, management, and operational execution of investment strategies. They collaborate with portfolio managers, research analysts, traders, and business partners across Operations, Technology, Risk, Distribution, Client Services, Compliance, and Legal to drive operational excellence throughout the investment lifecycle.

Responsibilities

• Fixed Income: Partners with Fixed Income investment and research teams to support the management and delivery of fixed income investment strategies. The role places additional emphasis on research support, portfolio analysis, benchmark and performance reporting, and ensuring timely access to data and investment insights used in the investment decision-making process.
• Multi-Asset: Partners with Multi-Asset investment teams to support the implementation and evolution of complex investment strategies spanning multiple asset classes. The role places additional emphasis on cross-functional coordination, investment guideline implementation, attribution and reporting processes, operational readiness, and business transformation initiatives that enhance scalability and efficiency.
• Equity: Partners with global Equity investment teams to support the growth and delivery of investment products throughout their lifecycle. The role places additional emphasis on product management, stakeholder engagement, operational readiness, and coordination across investment, distribution, and client-facing teams to support new business opportunities and ongoing product success.
• Private Asset Management (PAM): Partners with portfolio managers, wealth advisors, relationship managers, and operational teams to deliver customized investment solutions for high-net-worth and institutional clients. The role places additional emphasis on individualized client support, portfolio customization, life-event planning, account transitions, and the delivery of a high-touch client experience throughout the client lifecycle.

Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience.
• 2+ years of relevant professional experience within financial services/investment operations.
• Strong written and verbal communication skills with the ability to simplify complex concepts for diverse audiences.

Preferred Experience

• Experience in investment operations, portfolio support, or financial services.
• Advanced Excel skills; familiarity with Python, SQL, or other analytical tools.
• Experience leveraging AI-enabled technologies, automation tools, and emerging digital capabilities to enhance operational effectiveness, improve decision-making, and drive continuous process improvement.
• Demonstrated ability to identify process improvement opportunities and influence stakeholders across functions.
• Strong analytical, critical thinking, and problem-solving skills.
• Progress toward or completion of a CFA and/or MBA.