
Strategic Financial Solutions Expert
7 days ago
Global Investment Strategies Specialist
We are seeking a highly skilled specialist to join our investment team and support global strategies spanning macro, alternatives, specialized investments, and tax benefit solutions.
This is a hybrid role that combines analytical support with client-facing responsibilities, sitting at the intersection of research, portfolio management, and client engagement.
The role offers exposure to multiple stages of the investment process — from portfolio implementation and performance monitoring to product development, business presentations, and investor queries.
Key Responsibilities- Work with large and complex datasets to produce custom portfolio analysis, factor attribution, and performance monitoring.
- Use existing tools to support business development and client requests.
- Maintain and enhance reporting infrastructure and codebases, anticipating updates as strategies evolve.
- Develop tools and dashboards in Python/SQL to improve efficiency, accuracy, and data delivery.
- Excellent academic credentials in a quantitative, technical, finance, or economics discipline.
- 2+ years of relevant experience in investment management, asset management, consulting, or financial services.
- Strong understanding of portfolio theory, risk/return concepts, and investment structures.
- Proficiency in Python (pandas, NumPy, matplotlib/seaborn) and SQL; comfort with Excel and PowerPoint.
- Demonstrated ability to analyze intricate datasets and produce insights tailored to audience and business objectives.
- Strong written and verbal communication skills; ability to simplify complex technical concepts.
Personality Traits
- Detail-oriented, organized, and able to manage multiple deadlines in a high-demand environment.
- A problem solver with the confidence to work independently and collaborate across global teams.
- Mature, thoughtful, and able to operate effectively in a team-oriented culture.
- Client-focused, resourceful, and intellectually curious with a passion for financial markets.
- Self-motivated with the integrity, ownership, and drive required to thrive in a fast-paced, analytical environment.
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