Investor Associate
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About The Position
The position involves analyzing clients' investment objectives, liquidity needs, and risk tolerance. The role requires developing investment policy statements and advising on multi-class asset allocation, portfolio rebalancing, and hedging strategies. The candidate will research financial market dynamics and evaluate investment opportunities using both proprietary and external financial analysis tools such as Bloomberg and Factset. Additionally, the role includes monitoring market movers and providing clients with prompt updates, managing cross-border ultra-high-net-worth client relationships with an Asian nexus, and acting as the primary source for investment communication. Daily communication with clients to discuss market outlook and investment opportunities is essential, along with conducting client meetings and portfolio performance reviews. The candidate will provide appropriate investment recommendations across various asset classes and propose brokerage trading recommendations, placing trades across equity, fixed income, FX, and structured derivatives. Advising clients on trade execution across US, Asian, and European markets is also a key responsibility, along with managing sales of complex investment products and collaborating with other advisors to provide comprehensive cross-border wealth management solutions.
