Analyst, Investment Liaison Equity

Job description

Role Summary Supports investment teams through all stages of the client life cycle by managing investment-related, operational activities. Acts as a conduit for investments by leveraging foundational business and technical knowledge to manage complex investment-related, operational activities. Responsibilities: - Under the general guidance of senior team members and management, supports the ongoing operational activities associated with portfolio management of multiple investment strategies of low to moderate complexity. Example activities include: researching and analyzing investment and performance data; generating bespoke investment-, risk-, and performance-related reporting, providing operational support for model portfolios, ensuring coordination of responses on corporate action events; resolving pre-trade compliance issues; maintaining strategy-level data, benchmarks, and performance composites; processing discretionary trade orders; and resolving low to moderately complex investment-related operational issues independently. May act as a resource for junior members while helping them complete operational activities. - Uses some autonomy in decision-making to ensure operationa...