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Tier-1 brand and metro location increase competition but role is moderately specialized.
Role requires asset-management domain knowledge and industry tools, making cross-industry transferability limited.
Explicit 24 months requirement plus domain tools and CFA preference creates moderate shortlisting filters.
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Support commercial positioning of firm’s $1 Trillion investment platform focusing on equity, fixed income, and multi-asset solutions.
Create investment commentary and market communications by leveraging performance and attribution data for multiple asset classes and product types.
Develop and maintain client-facing presentations, RFP content, and collaborate with product and marketing teams; leverage AI tools to improve efficiency.
Bachelor’s degree required; relevant postgraduate study or professional designation progress (e.g., MBA or CFA) preferred.
Minimum 24 months experience as Associate Analyst/Associate Consultant/Technical Coordinator (for internal applicants).
Experience supporting institutional, intermediary, or wealth distribution channels in asset management or investment communications.
Advanced proficiency in PowerPoint and Excel; familiarity with Bloomberg, FactSet, eVestment, Morningstar, Seismic, and MandateWire.
Experienced in investment product strategy and client portfolio management with ability to interpret complex investment data into clear, client-ready insights.
Comfortable working across teams to maintain consistent messaging and differentiate the firm’s content from competitors.
Able to leverage AI to advance processes and improve content delivery efficiency.