About this role
As a Portfolio Consulting Analyst, you will provide expert investment management and capital markets insights to support client needs. You will collaborate with internal teams to create custom analyses, market commentaries, and presentations, leveraging your analytical skills to drive product growth and client engagement. This role offers a dynamic environment to deepen your expertise in a collaborative setting.
What we are looking for 6
- Support creation of client materials including market commentaries and product presentations
- Design and create custom analysis for mutual funds, model portfolios, ETFs, and direct indexing
- Respond to ad-hoc inquiries from sales and service teams
- Present analysis and market commentary in client meetings
- Bachelor's degree in Finance, Economics, or related field
- 2-5 years of experience in consulting, sales, or analytical capacity
Work authorization
- No visa sponsorship is available.
- Must be authorized to work without sponsorship.