Director- GIMA Traditional Products (Wealth Management)

The investment analyst 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 analyst 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 teams 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

Experience/Skills/Abilities

• 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
• 5-8 years of job experience in the financial markets; knowledge of various traditional investment strategies and experience in investment due diligence is preferred and some supervisory experience is welcome.
• Demonstrated oral and written communication skills, including experience drafting internal memorandum and detailed reports
• Strong analytical and quantitative skills.
• Detail-oriented with ability to multi-task and handle multiple priorities.
• Ability to summarize large quantities of information and to work under pressure without sacrificing accuracy.
• Must be able to efficiently interface with onshore GIMA analysts.
• A willingness to learn and to work within a close-knit team.
• Undergraduate degree required.
• MBA, CFA (at least level 1) Mandatory.