Analyst Wealth Management Solutions QIAA

You are a strategic thinker passionate about driving solutions using qualitative and quantitative skills. You have found the right team. Join a high-impact group shaping investment governance through disciplined analytics and automation.

As an Analyst in Quantitative Investment Analytics & Advisory (QIAA) within Wealth Management Solutions you drive the due diligence program by delivering rigorous decision-ready analytics and governance outputs. You maintain a systematic screening framework while improving the accuracy scalability and controls of recurring deliverables. You partner with stakeholders to surface insights investigate exceptions and enable timely governance decisions.

Job responsibilities

• Maintain and enhance the in-house fund quantitative screening model including data validation factor/signal maintenance threshold calibration methodology documentation and change control to ensure alignment with investment governance standards
• Generate and review periodic screening outputsinvestigate anomalies or breaks in methodology and escalate material findings to senior stakeholders for governance action
• Own the creation maintenance and timely delivery of Investment Council materialsand internal governance outputs including research packs governance presentations factsheets performance and peer reports and custom diagnostics
• Translate investment and operational data into decision-ready insightsfor senior stakeholders and cross-functional partners including clear summaries of drivers risks and exceptions
• Maintain strong QA/QC controlsacross all recurring deliverables ensuring accuracy consistency auditability and versioning
• Set up automate and manage analytical tools and platformsto enable scalable reporting diagnostics and repeatable workflows
• Drive process improvementsby identifying workflow gaps implementing automation/standardization strengthening controls and reducing turnaround time and error rates
• Manage multiple concurrent workstreamsand deadlines by coordinating inputs tracking dependencies and delivering high-quality outputs in a fast-paced environment
• Partner with cross-functional teamsto address ad hoc requests investigate issues implement action plans and track outcomes

Required qualifications capabilities and skills

• 2 years of experience in investment analytics investment operations performance reporting manager research support due diligence support or a related analytical role
• Strong quantitative and data skills: ability to manipulate validate reconcile and synthesize large datasets into accurate outputs and insights
• Familiarity with core investment portfolio management and risk analytics concepts (e.g. performance vs benchmark/peers risk and drawdown behavior consistency metrics) and ability to explain results clearly
• Demonstrated ability to manage multiple deliverables timelines and dependencies simultaneously
• Strong stakeholder management skills and comfort partnering across teams to drive outcomes
• High attention to detail strong ownership mindset and ability to balance strategic priorities with hands-on execution

Preferred qualifications capabilities and skills

• Working knowledge of scripting/analytics tools such asPythonorRfor automation data checks and repeatable analysis
• Database knowledge including ability to write and troubleshootSQLqueries
• Experience usingdata provider tools like Morningstar or Bloomberg