Analyst, Investment Liaison
About The Position
Investment Liaisons within our Global Investment Operations business area serve as trusted partners to investment professionals, supporting the implementation, management, and operational execution of investment strategies. They collaborate with portfolio managers, research analysts, traders, and business partners across Operations, Technology, Risk, Distribution, Client Services, Compliance, and Legal to drive operational excellence throughout the investment lifecycle. Responsibilities may include investment team support, stakeholder management, account onboarding, operational readiness, data and reporting oversight, corporate actions management, Global Investment Performance Standards (GIPS) compliance, process improvement, and strategic initiatives. Opportunities within this team include Associate Analyst, Analyst, Sr. Analyst, Lead Analyst and Sr. Manager and alignment is based on relevant investment operations experience. We currently are seeking an Analyst for the Investment Liaison (IL) team, based at our Harbor Point headquarters in Baltimore, Maryland.
Requirements
- Bachelor's degree or equivalent combination of education and relevant experience.
- 2+ years of relevant professional experience within financial services/investment operations.
- Strong written and verbal communication skills with the ability to simplify complex concepts for diverse audiences.
Nice To Haves
- Experience in investment operations, portfolio support, or financial services.
- Advanced Excel skills; familiarity with Python, SQL, or other analytical tools.
- Experience leveraging AI-enabled technologies, automation tools, and emerging digital capabilities to enhance operational effectiveness, improve decision-making, and drive continuous process improvement.
- Demonstrated ability to identify process improvement opportunities and influence stakeholders across functions.
- Strong analytical, critical thinking, and problem-solving skills.
- Progress toward or completion of a CFA and/or MBA.
Responsibilities
- Partners with Fixed Income investment and research teams to support the management and delivery of fixed income investment strategies. The role places additional emphasis on research support, portfolio analysis, benchmark and performance reporting, and ensuring timely access to data and investment insights used in the investment decision-making process.
- Partners with Multi-Asset investment teams to support the implementation and evolution of complex investment strategies spanning multiple asset classes. The role places additional emphasis on cross-functional coordination, investment guideline implementation, attribution and reporting processes, operational readiness, and business transformation initiatives that enhance scalability and efficiency.
- Partners with global Equity investment teams to support the growth and delivery of investment products throughout their lifecycle. The role places additional emphasis on product management, stakeholder engagement, operational readiness, and coordination across investment, distribution, and client-facing teams to support new business opportunities and ongoing product success.
- Partners with portfolio managers, wealth advisors, relationship managers, and operational teams to deliver customized investment solutions for high-net-worth and institutional clients. The role places additional emphasis on individualized client support, portfolio customization, life-event planning, account transitions, and the delivery of a high-touch client experience throughout the client lifecycle.
Benefits
- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
- Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
- Flexible and remote work opportunities
- Health care benefits (medical, dental, vision)
- Tuition assistance
- Wellness programs (fitness reimbursement, Employee Assistance Program)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
