As an investment analyst, you will work with consultants to provide advice to clients on a range of investment-related services which can include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services.
the role
performance objectives:
excellence
• produce quarterly reports for delivery to clients by pre-determined deadlines.
• support team members in the construction and delivery of presentations to clients.
people
• build relationships internally and collaborate effectively on cross-functional teams.
• demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels.
clients
• work together as part of dedicated client teams providing a variety of services to clients.
• deliver on projects to meet or exceed client expectations.