Investment Associate

About This Role

The Investment Associate will collaborate with consulting and manager research teams to collect and synthesize data, support analytical work, and gather information for client deliverables, ensuring client interests and objectives are met as a trusted fiduciary partner.

Responsibilities

• Obtain monthly and quarterly client statements from investment managers and custodians
• Enter market values and cash flows into the investment software platform for client accounts
• Problem-solve discrepancies in performance calculations and reconcile returns across sources
• Understand and analyze all asset classes in clients’ portfolios (equities, fixed income, real estate, hedge funds, private equity)
• Monitor market trends and monthly performance results for all asset classes
• Participate in team and firm projects, including creating charts/graphs and data analysis
• Assist Research team in generating reports and collecting data from various financial platforms
• Organize weekly agendas for investment committee meetings and distribute minutes
• Provide day-to-day client support, including responding to inquiries and explaining performance results
• Support asset class leaders with investment manager research, data collection, and report creation

Requirements

• Bachelor’s degree in Finance, Economics, Business or related field
• Commitment to client service excellence
• Strong attention to detail and highly organized
• Ability to work independently to meet deadlines and use critical thinking skills
• Ability to multitask in a fast-paced environment
• Excellent communication and interpersonal skills
• Curiosity and interest in the institutional investment market
• Solid knowledge of Microsoft Office

Qualifications

• Bachelor’s degree in Finance, Economics, Business or related field

Skills

* Required skills

Benefits