A top tier investment management firm based in Midtown Manhattan is seeking an Associate to provide portfolio insights, strategy analysis, and decision-support analytics to portfolio managers, leadership, and client-facing teams. The role involves transforming complex data into actionable intelligence, supporting investment, risk, and distribution decisions, and contributing to the development and enhancement of portfolio analytics.
Responsibilities:
Analyze assigned investment strategies, portfolio construction, and performance to provide insights for portfolio managers and client teams.
Prepare reports, dashboards, and presentations, translating technical analysis into clear, actionable insights.
Collaborate across investment, sales, marketing, and operations teams to support analytics needs and ensure data accuracy.
Identify trends and insights to inform portfolio decisions and firm-wide initiatives.
Support process improvements, automate reporting where possible, and mentor junior team members.
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