Multi Asset Analyst  

Role Summary:

The Multi-Asset Analyst is tasked to help achieve the various investment performance objectives for multi-asset portfolios through investment research, idea generation and efficient fund administration. He/she must produce both qualitative and quantitative research and analysis on Asset Allocation, Manager/Fund Selection, and Market Risk Management. He/she is responsible for ensuring that the firm’s current investment strategies are applied consistently and efficiently to the various multi-asset portfolios and is expected to keep up to date with details of key market and portfolio information and assist in reporting and presentation requirements to clients.

Main Duties and Responsibilities:

• Conduct thorough macroeconomic analysis, keeping abreast of global economic trends, monetary policies, fiscal policies and geopolitical developments that affect financial markets.
• Create and maintain long-term valuation models per asset class (Fixed Income, Equity, Currency, Commodities, Hedge Funds and Private Assets
• Develop and enhance investment models, frameworks, and tools used for asset allocation and risk management
• Generate ideas to capitalize on structural and tactical views via strategic and tactical asset allocation and fund/manager selection
• Perform and maintain current analyses on all investment outlets for multi-asset accounts; Responsible for the gathering and maintenance of research data from internal and external sources.
• Collaborate with other research teams, such as equity analysts, fixed income analysts, and quantitative analysts, to gather and integrate insights into multi-asset investment strategies.
• Regularly monitor portfolios to ensure that they adhere to portfolio goals and are in line with mandate, regulatory and internal limits.
• Ensure that orders and transactions for the multi-asset portfolios are properly executed
• Generate, maintain, and develop internal portfolio reports used to support multi-asset investment decision-making (e.g. rebalancing worksheets, performance attribution reports, fund holdings tracking)
• Assist in the drafting of periodic investment portfolio reports and fund fact sheets
• Provide support in giving presentations to clients and marketing channels as needed
• Comply with regulatory requirements, company and group policies; maintain compliance awareness

Competencies required:

• Strong knowledge of macroeconomics, global financial markets, and investment principles, with a focus on country, sector, and funds analysis
• Proficiency in financial modeling, statistical analysis, and data interpretation
• Excellent analytical skills with the ability to synthesize complex information and draw actionable insights
• Advanced proficiency in using financial software, databases, and tools for data analysis.
• Effective written and verbal communication skills to convey complex concepts and investment recommendations to diverse stakeholders.
• Ability to work collaboratively in a team environment and communicate effectively with colleagues across different functions
• Strong attention to detail with the ability to multitask and prioritize in a deadline-driven environment
• High level of integrity

• Relevant educational qualifications, preferably in university degree in economics, finance, business, accounting or similar courses
• Experience in asset management or related industry
• At least 2 years of proven experience in investment research, multi-asset analysis, or portfolio management, preferably in a global or multi-national financial institution.
• Solid understanding of macroeconomic principles, financial markets, and investment analysis techniques.
• Familiarity with various investment vehicles, such as equities, fixed income, currencies, and commodities.
• Previous exposure to the market/s assigned is desired
• MBA/CFA is a plus