The Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection.  On a per request basis, the team is responsible for running analytics, discussing our output, and communicating our market views.

The team is seeking an analyst to associate-level analyst to assist in servicing clients and continued growth of the program.  

  

Specific Responsibilities

 

Construct analytics to ensure quick turnaround times for full-service requests across major channels. Manage offshore channel analytics, escalating to specialists for client calls as needed. Support program expansion into Canada by handling increased volume of full-service analytics. Collate data from multiple sources and perform data manipulation for program-related content. Assist team members with updating and producing timely intellectual capital content.  Distribute and discuss data-driven content across the organization, supporting program growth. Respond to data requests and collaboration opportunities from other teams in a timely manner. Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists.

 

Preferred Qualifications

3+ years' work experience, ideally involving client interaction.  Demonstrated record of academic and professional achievement.  Ability to work effectively within a highly motivated and hard-working team as well as on own initiative. Strong communication skills (written and oral). Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes. Ability to interact with colleagues at all levels. Ability to create & articulate compelling, thoughtful and creative presentation materials.  Accuracy and attention to detail is essential with strong analytical acumen.  Strong technical skills, including a proficiency in PowerPoint, Excel and Word.  High intellectual aptitude.