Job Summary: 

• Manage trading activities for sophisticated global clients across multiple asset classes.
• Execute strategies involving listed equities, fixed income products, FX instruments, and derivatives.
• Address client needs related to daily trading requests and risk management.
• Advise Family Offices and qualified UHNW clients on multi-asset class trading approaches.
• Design customized trading solutions that align with complex client objectives.
• Implement tailored strategies to meet the unique requirements of UHNW portfolios.
• Oversee the trading book and maintain appropriate inventory levels on the desk.
• Coordinate daily client flow and handle essential operational processes.
• Evaluate market information to assess risk quickly and secure competitive pricing.
• Ensure accurate trade records and full compliance with all trading policies and regulations.

Skills on Resume: 

• Multi-Asset Trading (Hard Skills)
• Risk Assessment (Hard Skills)
• Client Advisory (Soft Skills)
• Portfolio Strategy (Hard Skills)
• Derivative Execution (Hard Skills)
• Market Analysis (Hard Skills)
• Operational Coordination (Soft Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Provide direction on investment strategy.
• Publish market-related commentary, including investment themes, actionable ideas, and "white papers".
• Design and monitor asset allocation models and single-security model portfolios or baskets.
• Perform asset manager due diligence on traditional and alternative funds, SMAs, and structured products.
• Provide research coverage on municipals, ETFs, CEFs, and technical research.
• Partner with Advisors to understand investments and help them manage relationships with clients and close business with prospects.
• Manage field initiatives, including road shows, conference calls, and summits.
• Assist in the build-out of initiatives related to the wealth management platform.

Skills on Resume: 

• Investment Strategy (Hard Skills)
• Market Commentary (Hard Skills)
• Asset Allocation (Hard Skills)
• Manager Due Diligence (Hard Skills)
• Research Coverage (Hard Skills)
• Advisor Partnership (Soft Skills)
• Field Initiatives (Soft Skills)
• Platform Development (Hard Skills)

Job Summary: 

• Independently analyze and interpret data to produce clear portfolio performance commentary and charts.
• Create materials that explain investment results across various products.
• Contribute to the development of internal and external communications that highlight the investment philosophy and approach.
• Support content creation with a specific emphasis on ETF-related messaging.
• Act as a Subject Matter Expert by educating clients, prospects, and the sales team on ETF structure and updates.
• Provide accurate and timely information to ensure a strong understanding of the firm’s ETF offerings.
• Maintain quality control to confirm that all performance and characteristic data used across the firm are consistent and correct.
• Review materials with minimal supervision to ensure accuracy in every distribution channel.
• Prepare and deliver presentations that simplify complex investment concepts for consultants, clients, and prospects.
• Collaborate with external-facing account managers to gather feedback and recommend improvements to the firm’s products and communication strategies.

Skills on Resume: 

• Data Analysis (Hard Skills)
• Performance Commentary (Hard Skills)
• ETF Messaging (Hard Skills)
• Subject Matter Expertise (Hard Skills)
• Client Education (Soft Skills)
• Quality Control (Hard Skills)
• Accuracy Review (Hard Skills)
• Stakeholder Collaboration (Soft Skills)

Job Summary: 

• Help promote investment solutions by leveraging existing relationships to expand visibility in the retirement market.
• Engage corporate DB and DC plans with a clear and compelling value proposition.
• Execute structured sales plans that guide the full pitch process from preparation to delivery.
• Collaborate with colleagues to tailor messaging that aligns with each client’s strategic needs.
• Demonstrate disciplined business development practices throughout all sales activities.
• Ensure that all consulting and sales materials are produced to a high standard and deliver a strong impact.
• Partner with the content engine to incorporate the firm’s strongest ideas into the commercial narrative.
• Lead efforts to integrate sustainability into new business solutions when aligned with the candidate’s expertise.
• Strengthen the firm’s external presence by participating in conferences and industry networking events.
• Provide proactive support to colleagues and help them grow into success within their own roles.

Skills on Resume: 

• Relationship Development (Soft Skills)
• Client Engagement (Soft Skills)
• Sales Execution (Hard Skills)
• Tailored Messaging (Soft Skills)
• Business Development (Soft Skills)
• Materials Quality (Hard Skills)
• Content Integration (Hard Skills)
• Industry Networking (Soft Skills)

Job Summary: 

• Serve as an integral part of thought leadership and thematic research efforts in asset management.
• Lead conference calls with the sales force to discuss proprietary market views, investment positioning, and recent portfolio changes.
• Collaborate with investment strategy teams and other internal partners to draft periodic and tactical investment pieces for the sales force to use with clients.
• Assist in client pitches and other external communication.
• Participate actively in all investment committees and forums involved in the investment decision-making process for the investment program.
• Review all investment models and vehicle selections periodically to ensure consistency with current investment themes and positioning.
• Partially oversee the rebalancing and implementation process to ensure alignment with the broader platform.
• Assist in general managed account training and program positioning with financial advisors.
• Review monthly attribution, performance dispersion, and other metrics to build communication channels and marketing pieces that enhance and deepen dialogue around the investment platform.
• Adhere to applicable compliance and operational risk controls in accordance with regulatory standards and policies.
• Promote an environment that supports diversity and reflects the organization’s brand.
• Maintain internal control standards, including timely implementation of internal and external audit points, together with any issues raised by external regulators.

Skills on Resume: 

• Thought Leadership (Hard Skills)
• Sales Communication (Soft Skills)
• Investment Collaboration (Soft Skills)
• Client Pitching (Soft Skills)
• Committee Participation (Soft Skills)
• Model Review (Hard Skills)
• Rebalancing Oversight (Hard Skills)
• Compliance Adherence (Hard Skills)

Job Summary: 

• Research sustainability topics connected to exclusionary criteria, engagement programs, and transition themes.
• Collaborate with investment analysts to strengthen the depth and quality of sustainability insights.
• Work with internal and external stakeholders to advance ESG-related objectives.
• Contribute to innovative applications of diverse data sources for impact measurement and ESG management.
• Support the development of analytical methods that enhance the evaluation of ESG criteria across portfolios.
• Engage with investment teams to exchange and refine long-term sustainability perspectives.
• Challenge existing investment assumptions to promote more forward-looking decision-making.
• Partner with public and private portfolio managers to integrate sustainability considerations into long-term investment strategies.

Skills on Resume: 

• Sustainability Research (Hard Skills)
• Analyst Collaboration (Soft Skills)
• Stakeholder Engagement (Soft Skills)
• Impact Measurement (Hard Skills)
• ESG Evaluation (Hard Skills)
• Sustainability Perspectives (Soft Skills)
• Assumption Challenging (Soft Skills)
• Strategy Integration (Hard Skills)

Job Summary: 

• Develop the group’s investment strategy in collaboration with the CIO and tailor it to the needs of each legal entity.
• Translate Asset and Liability Management findings into a Strategic Asset Allocation that reflects risk, liquidity, and other constraints.
• Prepare allocation proposals for approval by the board or FICO, with particular emphasis on customizing alternative assets.
• Build market intelligence for non-core regions by leveraging AIM hubs and economic research resources.
• Apply this insight to shape investment strategies for ""cash only"" companies in coordination with the treasury team.
• Establish Key Performance Indicators that link investment, controlling, and risk considerations to dynamic allocation decisions.
• Monitor these indicators to support timely portfolio adjustments.
• Assist investment operations to ensure efficient execution of the approved strategy.
• Contribute to governance activities, including preparing materials for PD and FICO.
• Coordinate asset manager oversight to maintain alignment with strategic objectives.

Skills on Resume: 

• Investment Strategy (Hard Skills)
• Asset Allocation (Hard Skills)
• Alternative Customization (Hard Skills)
• Market Intelligence (Hard Skills)
• Treasury Coordination (Soft Skills)
• KPI Development (Hard Skills)
• Portfolio Monitoring (Hard Skills)
• Manager Oversight (Soft Skills)

Job Summary: 

• Perform financial analysis on the market, sectors, ETFs, stocks, and the economy.
• Develop databases (Excel, etc.) integral to creating differentiated research.
• Support the creation of a compelling investment outlook, content, and education offering.
• Work with investment strategists to develop key investing themes and the path to execution of the content strategy.
• Assist in writing regular reports on market events impacting different asset classes or thematic reports.
• Creatively find new ways to educate customers, utilizing traditional channels such as email and CRM, while also leveraging emerging technologies and digital interactions.
• Create presentations for senior management.
• Manage relationships with cross-functional teams.
• Participate in the development of various marketing initiatives, such as virtual events.

Skills on Resume: 

• Financial Analysis (Hard Skills)
• Database Development (Hard Skills)
• Investment Outlook (Hard Skills)
• Theme Development (Hard Skills)
• Report Writing (Hard Skills)
• Customer Education (Soft Skills)
• Presentation Creation (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Develop tactical and strategic multi-asset allocation frameworks that support broader portfolio objectives.
• Run and maintain these frameworks to ensure they remain responsive to evolving market conditions.
• Generate multi-asset capital market estimates that inform investment positioning and long-term expectations.
• Contribute to the formation of tactical asset views through ongoing market analysis.
• Support the creation of written multi-asset insights and product materials for distribution.
• Translate analytical findings into clear narratives for various investment publications.
• Present asset allocation perspectives and market updates to internal teams.
• Deliver presentations to external clients to communicate views, strategies, and portfolio implications.

Skills on Resume: 

• Multi-Asset Frameworks (Hard Skills)
• Market Responsiveness (Hard Skills)
• Capital Estimates (Hard Skills)
• Tactical Views (Hard Skills)
• Insight Creation (Hard Skills)
• Narrative Translation (Soft Skills)
• Internal Presentations (Soft Skills)
• Client Communication (Soft Skills)

Job Summary: 

• Support the development of investment solutions for insurance clients using public assets, private markets, and derivative instruments.
• Assist in asset allocation research that guides key investment decisions across portfolios.
• Conduct client-specific analyses to understand objectives and convert them into practical investment solutions.
• Translate desired outcomes into tailored strategies that align with each insurer’s constraints and goals.
• Build strong technical knowledge of insurance investment activity and relevant regulatory frameworks.
• Develop a clear understanding of how insurers operate within their unique servicing models.
• Gain deep familiarity with key clients, especially insurance entities within the broader group.
• Strengthen relationships with these entities to anticipate needs more effectively.
• Serve as the primary point of contact for incoming questions from insurance clients.
• Coordinate responses and ensure issues are addressed promptly and accurately.

Skills on Resume: 

• Investment Solutions (Hard Skills)
• Asset Allocation (Hard Skills)
• Client Analysis (Hard Skills)
• Tailored Strategies (Hard Skills)
• Insurance Knowledge (Hard Skills)
• Operational Understanding (Hard Skills)
• Client Familiarity (Soft Skills)
• Relationship Management (Soft Skills)

Job Summary: 

• Responsible for initial and ongoing due diligence for, as well as final selection of, non-proprietary investment solutions with a focus on alternative investments for the investment platform.
• Conduct qualitative and quantitative research through in-depth conference calls, in-person meetings, industry conferences, and risk analytics as part of due diligence activities.
• Discern, document, and convey the drivers for performance for selected investment solutions, identifying the pros and cons surrounding the people, philosophy, process, performance, price, and portfolio.
• Review and monitor asset allocation risk strategies and risk metrics.
• Provide due diligence support across asset classes and assist in setting tactical viewpoints.
• Travel for internal meetings, external meetings, and industry events.
• Support Senior Wealth Advisors in presenting investment solution reviews, economic outlook, custom investment solutions, and general thought leadership.
• Assist Senior Wealth Advisors in marketing to clients, prospects, and centers of influence by providing economic outlook, investment market insight, and education around alternative investments.
• Support firm-wide marketing initiatives to increase assets under management via presenting at industry events, financial blogs, and market commentary.
• Adhere to all compliance programs and complete all required and assigned training by established due dates.
• Understand and comply with the requirements of all laws and regulations applicable to the position.

Skills on Resume: 

• Due Diligence (Hard Skills)
• Investment Research (Hard Skills)
• Performance Drivers (Hard Skills)
• Risk Monitoring (Hard Skills)
• Tactical Viewpoints (Hard Skills)
• Advisor Support (Soft Skills)
• Client Education (Soft Skills)
• Compliance Adherence (Hard Skills)

Job Summary: 

• Serve as an ESG specialist to provide insight and knowledge to key partners and education to clients.
• Act as an in-house investment specialist, conducting research and providing information regarding product positioning, market perspective, historical performance, attribution, and the competitive landscape.
• Provide ESG domain expertise on industry policy and regulation.
• Contribute thought leadership and content covering ESG offerings and ESG topics across the industry.
• Produce investment reports such as performance reporting, competitive analysis, benchmarking, and MPT statistics.
• Provide support to field sales, including attending client meetings and participating in calls with clients.
• Design and deliver product training to colleagues.
• Sample training topics include product attributes, positioning, differentiation, portfolio updates, and market context.
• Collaborate with various groups, including portfolio managers, sales, marketing, and legal, to build and maintain consistent product messaging and positioning.
• Coordinate with internal and external partners, such as operations and compliance teams, on initial product development and ongoing modifications.
• Create and deliver valuable investment programs and content, such as seminars and white papers.

Skills on Resume: 

• ESG Expertise (Hard Skills)
• Investment Research (Hard Skills)
• Policy Knowledge (Hard Skills)
• Thought Leadership (Hard Skills)
• Performance Reporting (Hard Skills)
• Sales Support (Soft Skills)
• Product Training (Soft Skills)
• Cross-Functional Collaboration (Soft Skills)

Job Summary: 

• Serve as the definitive investment and plan menu design resource for the Institutional Relationships team.
• Provide proprietary and non-proprietary investment expertise and fiduciary consulting services in support of the organization’s largest plan sponsor client relationships.
• Partner with the Relationship Management and other business partner teams to drive and manage client investment strategy and sequencing, and execute on strategy as part of the ongoing Strategic Relationship Planning process.
• Evaluate opportunities to engage and support client investment lineups by assessing client needs and identifying best-fit solutions.
• Collaborate with internal partners such as Client Portfolio Management, Product, and Distribution to find and support menu positions that meet the needs of plan sponsors and consultants.
• Communicate and deliver presentations with internal customers and external clients or consultants using expertise, poise, and confidence, and tailor messaging to different audiences through various methods, including investment reviews and product-focused content.
• Build and foster credibility and serve as a trusted partner with the organization's Client Relationships team, relationship managers, clients, consultants, and peers.
• Maintain in-depth knowledge of all organization and subsidiary products, non-proprietary products, and stay informed on the economic and market environment, capital markets, and industry trends.
• Advocate for the development of presentation materials and written communications on various product and investment-related topics.

Skills on Resume: 

• Investment Design (Hard Skills)
• Fiduciary Consulting (Hard Skills)
• Strategy Execution (Hard Skills)
• Solution Evaluation (Hard Skills)
• Partner Collaboration (Soft Skills)
• Client Communication (Soft Skills)
• Credibility Building (Soft Skills)
• Market Knowledge (Hard Skills)

Job Summary: 

• Partner with client business and investment teams to drive product growth across asset classes in the region.
• Work with internal investment institutes, CIOs, portfolio managers, and product strategy teams from equity, fixed income, multi-asset, and alternative investments to deliver a superior client experience through impactful and timely messaging.
• Act as a credible ambassador representing the investment team.
• Meet with clients, prospects, and intermediaries to explain the investment philosophy, process, and performance of specific investment products.
• Provide updates on overall financial market performance, economic trends, and the team’s market outlook.
• Regularly communicate with regional and global stakeholders to understand sales and client feedback on product messaging and positioning.
• Play a central role in new product development from idea generation to implementation, partnering with a diverse set of stakeholders.
• Develop day-to-day relationships with partners across the firm and increase awareness of the team’s products throughout the organization.

Skills on Resume: 

• Client Partnership (Soft Skills)
• Impactful Messaging (Soft Skills)
• Team Representation (Soft Skills)
• Product Explanation (Soft Skills)
• Market Updates (Hard Skills)
• Stakeholder Communication (Soft Skills)
• Product Development (Hard Skills)
• Internal Relationships (Soft Skills)

Job Summary: 

• Develop, oversee, and optimize a flexible and evolving investment platform.
• Determine strategic asset allocation recommendations in consideration of the current market environment and the firm’s investment platform.
• Drive investment leadership of product innovation through a defined process and structure.
• Focus on essential commercial opportunities by partnering with financial advisors in meetings on their most important strategic external constituencies.
• Create product marketing materials to allow advisors to independently service their core clients.
• Improve advisor outcomes through training and external or internal support.
• Establish the firm as a premier producer of thought leadership on market, investment, and asset allocation issues through timely, differentiated, and tailored communications across all potential channels, such as blogs, podcasts, white papers, webinars, and videos.
• Oversee Portfolio Manager communication to ensure clear, thoughtful, and timely communications to both internal and external constituencies.

Skills on Resume: 

• Investment Platform Oversight (Hard Skills)
• Asset Allocation (Hard Skills)
• Product Innovation (Hard Skills)
• Advisor Partnership (Soft Skills)
• Marketing Materials (Hard Skills)
• Advisor Training (Soft Skills)
• Thought Leadership (Hard Skills)
• PM Communication (Soft Skills)

Job Summary: 

• Create and enhance automated processes by using programming languages and analytical tools, such as the enhancement of existing trade process management and trading platforms using Excel VBA.
• Create efficient automation processes that can be managed by others in the team.
• Properly document code, provide instructions, and train other associates to take over the project once completed.
• Extract large data sets from a variety of data sources, including SQL databases or third-party financial data providers, to then process and manipulate for further analysis while assuring data quality.
• Leverage strong coding skills (e.g., Python/R) for investment analysis, data visualization, modeling, and creating user-friendly tools and dashboards.
• Gather data and perform analytics (investment analysis, portfolio analysis, ad hoc requests).
• Manage discrete components of collateral activities.
• Understand relevant quantitative methods, performance attribution, and portfolio construction.
• Demonstrate knowledge of markets, investment office views, and portfolio implications.
• Expand knowledge of quantitative analysis, portfolio construction, and markets.
• Conduct or participate in meetings with internal Compliance and Marketing partners.
• Provide effective project management and leadership for all collateral production (ad hoc, monthly, quarterly frequencies).
• Measure effectiveness and produce reports of accomplishments and business impact.
• Coordinate and foster collaborative relationships within the group.
• Develop strong, effective relationships with business partners.

Skills on Resume: 

• Automation Programming (Hard Skills)
• Code Documentation (Hard Skills)
• Data Extraction (Hard Skills)
• Python Modeling (Hard Skills)
• Investment Analytics (Hard Skills)
• Quantitative Methods (Hard Skills)
• Project Management (Soft Skills)
• Collaborative Relationships (Soft Skills)

Job Summary: 

• Research new fund ideas and make recommendations for sub-account changes or additions.
• Develop and deliver topical investment education presentations.
• Lead project management with internal and external partners, supporting other internal groups to ensure Product Management’s needs are met.
• Disseminate surveys and aggregate results for presentation to external and internal parties.
• Review marketing materials from external partners, ensure compliance with applicable regulatory requirements, and evaluate potential impacts.
• Maintain meeting summaries and materials.
• Update monthly and quarterly reporting, and regularly use field support materials.
• Assist with competitor analysis and internal sales support.
• Understand details of money manager platforms and investment processes.
• Generate specific case illustrations for wholesalers and representatives in their territory.
• Understand manager selection and portfolio construction processes.

Skills on Resume: 

• Fund Research (Hard Skills)
• Investment Education (Soft Skills)
• Project Management (Soft Skills)
• Survey Analysis (Hard Skills)
• Marketing Review (Hard Skills)
• Reporting Maintenance (Hard Skills)
• Competitor Analysis (Hard Skills)
• Portfolio Construction (Hard Skills)

Job Summary: 

• Assist in drafting summaries, articles, and presentations that address economic, industry, and regulatory issues.
• Direct external asset managers’ activities around sales and marketing efforts.
• Simplify complex concepts into easily deliverable and understandable points for internal and external audiences.
• Plan and conduct investment and economic training with sales personnel and asset managers.
• Manage multiple projects and product launches with the ability to react quickly to changing priorities.
• Support new and existing product initiatives through research, data gathering, and ongoing due diligence participation.
• Proactively establish and manage expectations with management, internal partners, team members, other departmental members, and other company personnel to deliver project results.
• Collaborate with eCommerce, Compliance, Illustrations, Marketing, and Technology Management to create and manage sub-account-related sales tools, marketing materials, web content, and illustration software.
• Attend asset manager and industry conferences.
• Lead and mentor members of the Investment Management Analyst team.
• Employ delegation skills to ensure all staff members are making meaningful contributions and advancing their careers.

Skills on Resume: 

• Content Drafting (Hard Skills)
• Asset Manager Direction (Soft Skills)
• Concept Simplification (Soft Skills)
• Investment Training (Soft Skills)
• Project Management (Soft Skills)
• Product Research (Hard Skills)
• Expectation Management (Soft Skills)
• Team Leadership (Soft Skills)

Job Summary: 

• Contribute to the product fulfilment process across asset classes and instruments of the Regional Investment Committee to formulate implementation plans to express CIO views and High Conviction Themes.
• Identify best-in-class investment products for the implementation of multi-asset allocation, high-conviction thematic investments, and tactical investment ideas.
• Collaborate closely with global and regional investment teams to drive product fulfilment planning for multi-asset allocation and High Conviction Themes.
• Track and analyse investment performance of the High Conviction Solutions and other best-in-class solutions for asset allocation and thematic fulfilment on a weekly and monthly basis.
• Leverage internal and third-party investment research content to contribute to region-focused product ideas generation in support of delivering the investment revenue growth target.
• Work closely with product and advisory teams to support the development and deployment of strategic advisory platforms and propositions in alignment with the CIO House View and High Conviction Products offering.
• Build and deliver investment content for product fulfilment across asset allocation, thematic, and other local investments to meet client needs.
• Contribute to product content creation for regional investment publications and client materials.
• Contribute to regional sales campaigns with client-friendly product narratives in collaboration with product and sales teams.
• Incorporate client and frontline feedback to optimize investment product narratives and marketing materials.
• Contribute to direct client servicing, client pitches, prospecting events, and client meetings to drive new asset generation, client acquisition, and investment revenue growth.
• Support the Regional Chief Investment Officers to deliver internal and external marketing of macro house views and High Conviction Themes to frontline colleagues and clients.

Skills on Resume: 

• Product Fulfilment (Hard Skills)
• Product Selection (Hard Skills)
• Team Collaboration (Soft Skills)
• Performance Analysis (Hard Skills)
• Idea Generation (Hard Skills)
• Advisory Support (Soft Skills)
• Content Creation (Hard Skills)
• Client Engagement (Soft Skills)

Job Summary: 

• Support strategy and thematic content creation for client events, CIO presentations, and media communication.
• Support the Regional Chief Investment Officers in developing regional investment strategies across all asset classes for clients.
• Use academic, internal, and external research resources to conduct top-down equity market and industry research that contributes to the monthly investment process.
• Contribute to bespoke advisory services to UHNW and Family Office clients on portfolio strategy, asset allocation, and investment analysis, responding to bespoke client requests on markets and policy development in alignment with the CIO investment framework.
• Identify and analyse macro and thematic trends globally, locally, and in other emerging markets to develop value-adding fulfilment ideas to meet the investment needs of clients in the region.
• Provide content support for Regional Chief Investment Officers in building thought leadership on sustainability and ESG investing.
• Support the delivery of ESG revenue growth targets via cross-asset collaboration with product teams for ESG products fulfilment planning and product ideas generation.
• Leverage CIO content and High Conviction Themes to serve a wider client segment.
• Work with global and regional investment offices and insights teams to drive product narrative in all advisory and informed choice product offerings across frontlines and platforms.
• Contribute to the centralization of CIO content production processes for integration under model transformation.
• Provide training and investment education to relationship managers on the investment framework, themes, and product fulfilment ideas.
• Ensure consistency in delivering investment insights across client segments.
• Support initiatives that align investment content delivery with strategic business objectives.

Skills on Resume: 

• Thematic Content (Hard Skills)
• Strategy Development (Hard Skills)
• Equity Research (Hard Skills)
• Advisory Services (Soft Skills)
• Trend Analysis (Hard Skills)
• ESG Thought Leadership (Hard Skills)
• Product Narrative (Soft Skills)
• Investment Education (Soft Skills)