Associate Investment Analyst, Multi-Manager Solutions

Location
Stamford, Connecticut (US)
Salary
Salary commensurate with 1-3 years of experience
Posted
May 25, 2021
Closes
Jun 24, 2021
Industry Sector
Asset Management
Employment Type
Full Time

JOB SUMMARY

The successful candidate will be responsible for assisting with the review and analysis of investment data on external investment managers to formulate recommendations for program managers and clients. They will assist in the evaluation, selection, monitoring, and replacement of external investment managers. 

 

PRIMARY DUTIES AND RESPONSIBILITIES

  • Assist with research to analyze investment data to formulate investment recommendations on external investment managers 
  • Interpret and communicate company and industry trends, financial market changes, and investment research results to program managers and clients 
  • Assist in the monitoring and management of the relationships with external investment managers 
  • Assist in the development of risk and asset class guidelines for external investment managers 
  • Operate independently; has in-depth knowledge of business unit and functions 
  • As a subject matter expert, provide comprehensive, in-depth consulting and leadership to team and partners at a high technical level     
  • Carry out activities that are large in scope, cross-functional and technically advanced 
  • Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities 
  • Responsible for direct interaction with different committees and/or management 
  • Strategic in developing, implementing and administering programs within functional areas 

 

NECESSARY KNOWLEDGE AND SKILLS 

  • Knowledge of investments and financial markets
  • Strong analytical skills and the ability to provide investment recommendations based on qualitative and quantitative information
  • Excellent communication and presentation skills and the ability to make economic and investment presentations, both one-on-one and group situations
  • Intermediate-to-advanced knowledge of Microsoft Office applications (Excel, PowerPoint, Word). 
  • Experience with returns-based, positions-based, and risk analysis software is preferred

 

NECESSARY EXPERIENCE AND EDUCATION

  • Bachelor's degree required, preferably a BComm/BS/BA in Finance, Economics, or related fields. MBA degree and/or CFA designation is a plus
  • Up to three years asset management industry-related experience preferred
  • You need to sign in to save