Associate, Investment & Markets Research

Responsibilities

• Work collaboratively within the Investment Research team to source, diligence, and implement investment strategies for our clients
• Act as the main point-of-contact within the Investment Research for specific investment strategies
• Execute searches and perform initial due diligence on a variety of investment strategies
• Perform ongoing due diligence on investment manager portfolios, businesses, and operations
• Perform ad-hoc investment research projects as needed
• Collaborate with Client Advisory team to serve clients when appropriate and recommend adjustments based on changes in clients’ circumstances
• Monitor and analyze key macroeconomic indicators and trends (e.g., GDP, inflation, interest rates, employment data)
• Prepare regular and ad-hoc reports, summaries, and presentations on global and domestic economic developments
• Contribute insights to investment strategy discussions based on economic outlooks and scenario analysis
• Support the Investment Research and Client Advisory teams in communicating macroeconomic context and implications to clients
• Be an active participant in client and prospect meetings, describing and providing confidence in our investment approach as well as educating clients and prospects on complex investment strategies
• Aid in providing comprehensive analysis and views on the market environment
• Aid in business development activities such as attending networking events and prospective client meetings
• Serve as internal investment professional to Client Advisory team members in helping position our investment philosophy and wealth management services in innovative and attractive ways for prospective and existing clients

Qualifications

• 1-4 years of demonstrated interest or experience in investment management
• Ability to independently source and analyze investment ideas, and utilize relationships to provide additional insight
• Intellectual curiosity and strong analytical, quantitative, and critical reasoning skills
• Attention to detail, and ability to juggle multiple tasks, respond to changing priorities, and meet deadlines
• Strong knowledge in investment management concepts and theory particularly relating to asset allocation, portfolio construction and strategy selection
• Base-level understanding of business, legal, and accounting issues involved in the evaluation of investments
• Superior written and verbal communication skills and fluency with Excel, Bloomberg, and other essential computer programs/data systems
• Proven track record of excellence in working within a team and preferably managing and mentoring others
• High ethical and professional standards