Description
the role of investment analyst will support the client service team and other teams in the investment line of business related to the performance of the pension plans of the clients.
you will be an integral member of the investment & performance team, reviewing the aum of our clients' pension plans, calculating the returns of all plan accounts, and the overall plan return.
this role offers the opportunity to provide a positive experience and drive outcomes for our discretionary clients by building knowledge of our processes and leveraging internal teams such as portfolio managers, client leads, operations, and manager & asset research teams. You will be supported in developing your performance calculation skills and enhancing communication and leadership abilities, with exposure to the entire investment process.
the role
1. collect all necessary information from the client.
2. download or obtain the financial statements of the clients from custody.
3. gather all relevant information about the managers in which the client is invested.
4. review the aum of our clients' pension plans monthly.
5. calculate the returns of all the plan accounts and the total plan using financial statements.
6. support various business needs.
7. maintain constant communication with the client team to deliver high-quality work.
qualifications
requirements
* experienced hires are encouraged to apply.
* demonstrate an interest in financial markets, institutional investing, and investment management.
* show resourcefulness and a desire to expand investment knowledge.
* possess project management and organizational skills, along with effective communication and collaboration.
* proficient in excel and databases, applied to internal processes and systems.
* think innovatively to evolve and improve solutions.
* thrive in an inclusive, team-based working environment.
* professional proficiency in english.
equal opportunity employer
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