In this role, you will be primarily responsible for performance measurement and bespoke attribution analysis for a range of clients, while also engaging in broader investment advisory functions, client reporting, and manager research. You will work closely with the fiduciary management, implementation, and portfolio management teams to ensure a seamless client experience, helping to develop strategic and tactical investment recommendations. You will also play a key role in onboarding new clients, understanding their requirements, and building customised processes and reports to meet their needs.
Key Responsibilities:
- Participate in all aspects of the Investment Advisory process to ensure alignment between strategy, tactical recommendations, implementation, and reporting.
- Conduct performance measurement and develop tailored attribution models for clients.
- Collaborate with fiduciary management, implementation teams, and internal portfolio managers on manager research, strategic and tactical implementation.
- Partner with custodians and middle/back-office teams to deliver effective client service.
- Contribute to tactical asset allocation discussions and support strategic investment decisions
Candidate Profile:
The ideal candidate will have a solid background in performance and attribution analysis, coupled with strong interpersonal and communication skills. The role requires a proactive mindset, attention to detail, and the ability to thrive in a fast-paced, growth-oriented environment.
In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.
