Investment Analyst

As an Investment Analyst, you will partner with Investment Advisors and Relationship Managers to support client portfolio management. You will assist with proposal and review preparation, facilitate trade execution, and provide essential market insights and product information to clients. This role offers a unique opportunity to contribute to client success within a dynamic financial environment.

• Support Investment Advisors and Relationship Managers in client portfolio management
• Assist with portfolio proposals, reviews, and reporting
• Facilitate trade execution and manage the trade lifecycle
• Provide market updates and product information to clients
• Collaborate with CIO team on investment strategies and portfolio construction
• Minimum 2 years of experience in financial industry investment advisory