Investment Associate
About The Position
The Investment Associate, located in New York City, is part of teams managing multi-asset-class client portfolios, with additional exposure to asset manager diligence and broader Firm development. The primary focus is client portfolio management: working in teams of three to six to specify, develop, and execute investment strategies. This includes setting long-term asset allocations, analyzing and selecting approved investment funds, monitoring portfolio exposures, improving investment line-ups, and preparing for client meetings to report on performance and discuss strategy. With support and training, the Associate is expected to grow into attending client meetings and developing client relationships. The role also involves projects that contribute to the Firm’s success, such as researching and improving portfolio construction, assisting with business development, and helping develop technological capabilities. The Associate must follow information-security processes and policies, raise concerns with the Cyber Security team, comply with local data-protection regulations and privacy controls, and report related issues through appropriate channels.
Requirements
- Active passion for investing.
- 1–3 years of experience in a professional services role, such as management consulting, investment banking, wealth management, or asset management.
- Undergraduate degree with a strong track record of academic achievement.
- Proficiency in Microsoft Office, including Excel, PowerPoint, Word, and Outlook.
- Strong quantitative skills and attention to detail.
- Excellent problem-solving and interpersonal skills.
- Ability to thrive in a collaborative working environment.
- High intellectual curiosity and willingness to contribute to the overall success of the business.
Responsibilities
- Work with teams of three to six to specify, develop, and execute clients’ investment strategies.
- Establish long-term asset allocation strategies.
- Analyze and select approved investment funds to implement investment strategies.
- Monitor portfolio exposures and continuously improve investment line-ups.
- Prepare for client meetings, report on investment performance, and discuss investment strategy.
- With support and training, attend client meetings and develop relationships with clients.
- Contribute to projects such as researching and improving portfolio construction, assisting with business development, and developing technological capabilities.
- Adhere to information-security processes, policies, and procedures, and raise issues or concerns with the Cyber Security team.
- Comply with local data-protection regulations and privacy controls, and raise related issues through appropriate channels.
Benefits
- Professional development and career progression opportunities.
- Competitive compensation, including potential performance-based incentives and participation in the profit share program.
- Medical, dental, and vision insurance.
- Short- and long-term disability insurance.
- Life insurance.
- Flexible spending accounts.
- Commuter benefits.
- Paid time off.
- 401(k) plan with employer matching.
- Charity program and volunteer day.
- Wellness and social events.
- Support for professional certifications such as CFA and CAIA.
- Flexible results-focused working model.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
