Senior Associate, Investment Research

Minimum of 3 years of experience in strategic asset allocation or portfolio management. Ability to communicate investment concepts and strategy to internal and external stakeholders. Creative, independent, and driven problem solver. Able to articulate stance for effective collaboration with different stakeholders. Eager to teach and learn from the team. Lifelong learner, constantly learning and welcoming feedback.

Oversee and evolve strategic asset allocation process with a data-driven approach. Define investment guidelines for tactical asset allocation adjustments. Identify optimal security selection and trade execution logic. Establish benchmarking and monitor performance against defined benchmarks. Develop expert understanding of asset allocation principles among peers and competitors. Socialize understanding of retail wealth management products to ensure competitiveness. Partner with Product, Marketing, Sales, and Engineering teams on high-priority efforts.