Skill Farm Experts Are Invited to Apply for the Following Role:

Responsibilities:

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

Skills:

2-3 years of asset management or wealth management experience

Bachelor's degree in 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 talks 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