Senior Investment Analyst

Overview

• Join a leading wealth management firm as a Senior Investment Analyst, driving innovative portfolio strategies and contributing to client-focused investment solutions.
• Collaborate with senior leadership to refine asset allocation and enhance investment frameworks.
• Engage in comprehensive research across diverse asset classes, identifying high-value opportunities.
• Participate in strategic decision-making processes within a dynamic investment committee.
• Develop impactful research materials and contribute to operational efficiency improvements.
• Foster innovation and collaboration within a high-performing investment team.
• Benefit from professional growth opportunities in a stimulating environment.
• Competitive compensation package with performance-based incentives.

Key Responsibilities & Duties

• Develop and implement investment strategies aligned with client objectives and market trends.
• Conduct in-depth research to identify and evaluate investment opportunities.
• Contribute to portfolio modeling, risk assessment, and dynamic asset allocation decisions.
• Collaborate across teams to enhance reporting and operational processes.
• Mentor junior analysts, fostering a culture of discipline and curiosity.
• Utilize advanced analytics tools to support investment research and decision-making.
• Engage in client advisory discussions to align strategies with goals.
• Drive innovation and efficiency within the investment team.

Job Requirements

• Bachelor’s degree in finance, economics, or a related field required.
• Minimum of 5 years’ experience in investment management or portfolio strategy.
• Expertise in multi-asset class portfolio construction and risk management.
• Proficiency with analytics tools such as Bloomberg or similar platforms.
• Exceptional analytical, quantitative, and qualitative research skills.
• CFA or MBA preferred, demonstrating advanced investment knowledge.
• Strong communication and collaboration abilities with high professional integrity.
• Ability to excel in a collegial and intellectually stimulating environment.