Investment Analyst
Current➥ Provide fundamental and qualitative analysis on current and potential investments, managers, and accounts across equity, fixed income, and cash markets.➥ Source, diligence, actively monitor and evaluate external investment managers and cohere with key stakeholders on investment guidelines, performance assessments, and tax planning.➥ Lead the investment performance reporting process to produce investment presentations, manager research reports, asset allocation studies, manager due diligence, economic and market reviews to present to company leadership and stakeholders.➥ Provide analytical contribution for portfolio management functions; including asset allocation, strategy implementation, performance measurement, tax management, and risk mitigation.