Asset & Wealth Management – Fundamental Equities – Client Portfolio Management – Analyst

Asset & Wealth Management – Fundamental Equities – Client Portfolio Management – Analyst

Requirements

• 1+ years of experience in Equity Research, Investment Management, Product Management, Client Portfolio Management or Sales/Marketing with a focus on Equities, or any Equity related background
• Strong analytical and interpersonal skills
• Excellent communication skills, both written and verbal
• Must be detail oriented, motivated, and hard working
• Knowledge and understanding of Microsoft Office tools (Word, Excel, Power Point) is highly preferred

Responsibilities

• Serve as a product management generalist across the Fundamental Equity platform
• Development and maintenance of proprietary product profiles, pitch books and other marketing materials focused on Fundamental Equity services, products and portfolio performance
• Learn and communicate the Fundamental Equity Teams’ investment philosophy, process, product positioning and current market trends to internal and external clients
• Formulate and express investment views, field client questions on managers and fund investments, and outline investment thesis and market outlook
• Prepare monthly and quarterly reports for clients and internal reporting across distribution channels
• Coordinate communication and platform wide updates with internal sales and distribution channels (Private Wealth Management, Third Party Distribution, Institutional Sales) regarding managers and Funds.
• Develop knowledge of industry trends, competitive landscape, and investment teams capabilities to facilitate improved client experience
• Assist with the completion of Requests for Proposals and other ad hoc projects for senior leadership

Preferred Qualifications

• Knowledge and understanding of Microsoft Office tools (Word, Excel, Power Point) is highly preferred
• FactSet and/or Bloomberg experience is a plus