Associate - Investment specialist
Associate - Investment specialist
Posted on :
12-07-2025
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1 Vacancy
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Job Description
Description
You are a strategic thinker passionate about driving solutions in investment management. You have found the right team.
As an Investment Specialist Professional within our Asset Management Multi-Asset Solutions team you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment.
Job Responsibilities:
- Grow the business through new clients and expand existing relationships.
- Deliver new products and retain current assets.
- Maintain a strong communication framework to provide clients with detailed insights.
- Work with the team on prospective opportunities and support existing client relationships.
- Manage regular updates to clients through pitch books and data-led reports.
- Learn about our business and respond to ad hoc queries from stakeholders.
- Set up new reporting requirements and troubleshoot data and reporting issues.
- Prepare strategy presentations including performance market value analytics and portfolio holdings.
- Customize client presentations for Investment Specialists review meetings.
- Analyze portfolios including positioning analytics and performance results.
- Assist with the preparation of client performance reports and investment review materials.
Required qualifications capabilities and skills:
- At least 4 years of experience in Asset Management and Investment banking support.
- Excellent communication (written and verbal) analytical and organizational skills.
- Detail-oriented organized and exhibit a meticulous approach to work ensuring data accuracy.
- Time management skills & ability to multi-task.
- Strong quantitative and analytical skills (including data analysis and ability to understand data flows).
- Proficient in Microsoft Office (Excel Word PowerPoint).
- Proactive and positive approach with an ability to grasp/learn concepts and procedures quickly.
- Self-starter and solution-oriented with an ability to work independently and as a team player.
- Comfortable working in a fast-paced environment across multiple time zones.
- A solid understanding of capital markets and familiarity with asset management.
Preferred qualifications capabilities and skills:
- Understanding of Multi-asset solutions business is a plus.
- CFA/FRM/CAIA candidature would be an added advantage.
- Strong automation skills. Coding experience is a plus.
Required Experience:
IC
Employment Type
Full-Time
Key Skills
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