Sr Trading Specialist/Investment Analyst

Profile

· Assist in due-diligence, research and ongoing monitoring related to both current and prospective investment managers. The Associate's primary area of focus will be traditional liquid strategy, but assignments will range across all asset classes.

· Attend current and prospective manager meetings.

· Assist in the production of manager recommendations for the firm's investment committee.

· Create and update periodic manager reports and overviews.

· Help maintain portfolio transparency data and look-through aggregation reports.

· Assist with the production of white papers and thought pieces on a variety of investment topics.

· Develop an understanding of performance attribution, and work with the client service team to apply that knowledge and ensure client reports are accurate and up-to-date.

· Work in conjunction with the Investment Team on transition plans and asset allocation plans for clients and prospects.

· Assist in the production of presentations for client and prospect meetings.

· Complete analytical projects related to platform portfolio investments as needed.

· Complete ad hoc projects as needed.
Qualifications
Bachelor's degree. Strong undergraduate performance with a quantitative or business major preferred. 2-4 years of previous relevant work experience, preferably in an investment consulting role or investment setting such as an institution or family office. Strong writing skills are required. Candidate must be able to think creatively and analytically. Candidate must be a self-starter who is able to work independently.

Strong Excel and PowerPoint skills, attention to detail, and ability to multitask and prioritize required. Familiarity with Bloomberg, eVestment or Addepar, Wealthscape, would be a plus. Must be licensed, Series 6s of 7, or CFA progression
Required Years of Experience
3
Additional Info
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Salary Range

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