2-3 years of asset management or wealth management experience
Bachelor’s degree in Business/Finance, Economics, Mathematics, or Accounting preferred
Well-organized, high-energy level/self-starter; focus on production and results orientation
Ability to organize and communicate information effectively in writing and interpersonal communications
Work effectively and professionally with all levels of personnel
Strong mathematical and quantitative abilities
Enthusiasm for the financial markets and investment management
Ability to understand financial concepts (portfolio construction, asset class properties) and talk about them intelligently
Advanced knowledge of Excel and reasonable proficiency with Business Objects, Bloomberg and other index provider systems preferred
CFA designation (or active status in program) desired
Responsibilities
Support Product Strategists in delivering portfolio solutions for clients
Leverage the effectiveness of the Emerging Markets Product Strategy team so that they can focus on strategy advice and implementation by supervising data/information coordination and analysis
Perform detailed portfolio research and quantitative analysis with Excel, Bloomberg, and Business Query
Perform risk management, attribution, market commentary, and other product analysis reports on a weekly/monthly/quarterly basis
Work with the product strategy team to monitor and manage the project queue to help prioritize opportunities, follow up with AM’s to ensure continued connectivity and sustained involvement with clients
Be an internal resource for client servicing and marketing groups for asset allocation related questions and inquiries
Maintain marketing materials such as presentation books and other general education materials
Ad Hoc research projects related to competitors
Assist in the development of new products and funds