As the Investments Due Diligence professional in our Fixed Income Multi Asset team you will spend each day defining, refining and delivering set goals for our firm
Job Responsibilities:
- Perform ongoing investment due diligence on the suite of external managers approved on the Wealth Management platform
- Collaborate with internal partners in investment solutions, investment- and operational due diligence, risk management, and governance to communicate key due diligence findings
- Support senior analysts in identifying, analyzing and onboarding external managers on the Wealth Management platform
- Conduct research on the industry to derive trends, developments and changes to the relative attractiveness of investment strategies
- Support the Product Specialists team on fund- and strategy-specific client inquiries
- Monitor markets to understand current drivers and market sentiment at the asset class and sub-asset class level
Required qualifications, capabilities, and skills
- 2+ years of hands-on investment research experience
- Aptitude for problem solving that relies on complex data, attention to detail, quantitative analysis and Microsoft Office applications
- Ability to thrive in a collaborative environment on a global team
- Experience in portfolio management, research generation, or due diligence of multi-asset class portfolios is a plus
- Strong quantitative/analytical abilities as well as written/verbal presentation skills
Preferred qualifications, capabilities, and skills
- CFA charterholder or any progress to CFA charter