Investment Specialist - Multi Asset Solutions

Multi Asset Solutions Investment Specialist Associate

You are a strategic thinker passionate about driving solutions in Multi-Asset Solutions. You have found the right team 

As an Investment Specialist professional within our Asset Management Multi-Asset Solutions team, you will grow the business through new clients, expand existing relationships, deliver new products, retain current assets, and maintain a strong client communication frame work.You will analyze portfolios and performance, prepare tailored strategy and client presentations, and deliver data-driven updates and commentary. You will maintain strong client communications, coordinate with Sales, Consultants, and RFP teams, ensure guideline adherence, and troubleshoot reporting to support and grow relationships.

Job Responsibilities 

• Prepare strategy presentations covering performance, market value, analytics, characteristics, and holdings.
• Prepare customized client presentations for Investment Specialist review meetings.
• Analyze portfolio positioning, analytics, and performance results.
• Produce client performance reports and investment review materials; draft commentary on performance drivers.
• Develop additional client communications and updates.
• Monitor portfolio guidelines and ensure adherence across internally and externally managed accounts.
• Coordinate with Sales, Consultant, and RFP teams to meet information and documentation needs.
• Maintain a strong communication framework delivering detailed, regular client insights.
• Support existing client relationships and pursue prospective opportunities.
• Deliver regular client updates via pitchbooks and data-led reports while building product knowledge.
• Handle ad hoc stakeholder queries, establish new reporting requirements, and troubleshoot data and reporting issues.

Required qualifications, capabilities and skills

• At least 4 years’ experience in Asset Management and Investment Banking support.
• Excellent written and verbal communication skills.
• Strong analytical and quantitative abilities, including data analysis and understanding data flows.
• High attention to detail and data accuracy; strong organization and time management; ability to multi-task.
• Proficiency in Microsoft Excel, Word, and PowerPoint.
• Proactive, positive, and quick to learn new concepts and procedures.
• Self-starter, solution-oriented; able to work independently and as a team player.
• Comfortable working in a fast-paced environment across multiple time zones.
• Solid understanding of capital markets; familiarity with asset management.
• Keen interest in current market trends and dynamics.

Preferred qualifications, capabilities and skills 

• Understanding of multi-asset solutions business.
• CFA, FRM, or CAIA candidacy is an advantage
• Strong automation skills; coding experience is a plus.