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The Investments Lab Sr. Analyst is a seasoned professional role, focusing on asset allocation, portfolio optimization, and ESG analysis. Responsibilities include bespoke client analytics, product strategy, and business management. Collaboration, innovation, and detailed analysis are key elements of this role.
Job Responsibility:
Conduct bespoke strategic and tactical asset allocation
Portfolio optimization and construction
Risk identification
Fund and capital market strategies
Statistical modeling
Develop objective, actionable proposals to clients
Perform in-depth analysis on investment products, strategies, and portfolios
Collaborate with Private Bankers and Investment Counselors
Discuss portfolio analysis and investment proposals with clients
Develop innovative solutions, tools, and frameworks for global investments
Identify opportunities for CPB and client segments
Develop tools for integrating ESG analysis into selection processes
Follow and support regulatory policies.
Requirements:
5-8 years of experience
Robust knowledge of Modern Portfolio Theory, asset allocation techniques, portfolio simulation, risk analytics, financial markets and investment strategies
Robust knowledge of Capital Markets and Managed Investment products
Bachelor's/University degree or equivalent experience
3+ años de experiencia como equity research analyst o rol similar
Certificación ESG del CFA deseable
Demostrar interés en ESG.(Indispensable)
Estructura, disciplina y accountability
Licenciatura en economía, finanzas o equivalente. CFA es un plus