Analyst/Associate - GIMA Traditional Products (Wealth Management)

Global Investment Manager Analysis (GIMA), a unit within Investment Solutions (IS), provides comprehensive investment manager due diligence on a wide range of investment strategies, including separately managed accounts, mutual funds, exchange-traded funds, and private vehicles in the equity, fixed income, and alternative investments spaces. The GIMA team engages with a broad array of 3rd party investment managers to identify high quality strategies for portfolios.

The investment associate will provide support to the team s onshore analysts, focused on equity and fixed income investment strategies available across mutual fund, SMA, and ETF vehicles. The investment associate will primarily be responsible for providing ongoing investment due diligence for various products.

Core Functions

Support and assist the due diligence process, which typically involves documentation review and conference calls with investment managers

Analyze managers in relation to their investment process, portfolio construction, and risk management capabilities

Assess manager s historical return profile based on their performance history and attribution

Prepare written reports and commentaries on various managers

Present findings and results to onshore GIMA analysts

Ongoing Activities Include

Adhere to policies and procedures for ongoing due diligence including written notes and updating reports

Identify upgrade/downgrade candidates

Interact with onshore GIMA team members

Support a team atmosphere including idea sharing, learning, and back-up

Remain abreast of industry trends, regulatory matters, and market events impacting funds, managers, clients, and the industry

Looking for a candidate that has knowledge of mutual fund, SMA, and ETF vehicles, and the desire to expand their skillset across investment strategies and products

3-5 years of job experience in the financial marke