The role of Investment Analyst will support the Client Service team and the other teams in the Investment line of bussines related to the performance of the pension plans of the clients.  

You will be an integral member of the Investment & Performance team, in which you will be the one to review the AUM of our client's pension plans and calculate the returns of all the plan accounts and the return of the plan.

You will have the opportunity to provide a positive experience and drive outcomes for our discretionary clients by building knowledge of our processes and leveraging a deep bench of internal teams (Portfolio Managers, Client Leads, Operations, and Manager and Asset Research teams) and resources. 

 

The Role

 

Collect all the necessary information from the client  Download or get the financial statements of the clients from the Custody.  Obtain all the information of the managers in which the client is invested.  Review the AUM of our client's pension plan each month.  Calculate the returns of all the accounts of the plan and the total plan using the financial statements.  Support different business needs.  Have constant communication with the Client team to deliver high-quality work to the client.

The Requirements

 

Experienced hires are encouraged to applyWe expect candidates to demonstrate their interest in financial markets, institutional investing, and investment managementWe would like to see resourcefulness as well as a desire to expand investment knowledgeWe are looking for individuals who can combine project management and organizational skills with effective communication and collaborationYour working knowledge of Excel and databases will be applied to our internal processes and systemsYou will be supported to think innovatively to evolve and improve our solutions We are looking for candidates who thrive in an inclusive team-based working environment.Professional English.

 

Equal Opportunity Employer