Sr. Multi-Asset Investment Research Analyst

About the role

This position will analyze and deliver on complex assignments/projects for their assigned area(s) of responsibility. He/she will perform rigorous investment research, analysis and reporting of global asset allocation (strategic and tactical) and multi-asset portfolio construction and implementation. Acting as a key resource, he/she will support portfolio managers in their day-to-day management of asset allocation activities and multi-asset portfolios.

Responsibilities

• Supports the daily portfolio management, construction, and implementation of LFI and sub-advised advised multi-asset funds.
• Collaborates with internal multi-asset portfolio managers, single-asset (equity, fixed income, derivatives or private market) portfolio managers, and external asset managers.
• Analyzes the investment performance and risks of multiple asset classes (primarily equity and fixed income), and conducts proprietary research on asset allocation strategies, portfolio construction and optimization techniques, and cost/tax aware tactical trading strategies.
• Maintains knowledge of current and emerging developments with respect to asset allocation, capital markets and multi-asset portfolios.
• Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
• Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for their assigned area(s) of responsibility.
• Identifies and recommends process improvements that significantly reduce workloads or improve quality for their assigned area(s) of responsibility.
• Consults/Analyzes on more complex assignments and/or projects for their assigned area(s) of responsibility.
• Provides more complex reports and analyzes data to support internal and external stakeholders' decision making.
• Maintains data integrity and develops procedures and other process improvements for increased automation.
• Monitors investment guidelines and investment strategies to discern and communicate valuable information to Portfolio Managers.
• Prepares PowerPoint presentations for analysis findings and recommendations.
• Writes and edits a broad range of communications and presentations for internal audiences, including but not limited to Investment Committees, Board of Director Committee presentations, quarterly business reviews, and ad-hoc investment reports.
• Researches and analyzes more complex investment information to enhance communication across the company.

Requirements

• 4 Year/Bachelor's degree (or equivalent) in Finance, Business, Economics, Statistics/Math or a related field (Minimum Required).
• Advanced degree such as an MBA/MFE is preferred.
• 5 – 7 Years’ experiences in portfolio construction, multi-asset investing, or investment research & analysis in one of the major asset classes (fixed income, global / international / domestic equities).
• Strong analytical/statistical skills to process and handle large amounts of data.
• Advanced knowledge of Microsoft Excel and PowerPoint is required.

Nice-to-Haves

• Portfolio optimization techniques, or prior macroeconomic analysis or portfolio management experience.
• Progress towards CFA or other professional designations (CAIA), or willingness to pursue professional designations.
• Familiarity with Morningstar Direct, PowerBI/Tableau, Bloomberg, or other financial software.
• Experience in Python, VBA or other programming languages.