BASIC PURPOSE:

Usingprofessional judgment and in-depth knowledge of investment strategies to work with the Investment Team in order to support strategy-specific content development, client communications, performance analytics and other value-added analyses. With investment knowledge, this individual will build a solid understanding of the research process, portfolio construction, and portfolio performance to assist in and assume leadership for the preparation of materials for client meetings. This is to include details of market activity and portfolio performance, including stock specific discussion.

PRINCIPAL RESPONSIBILITIES:

• Participate in the creation of quarterly client content materials across all equity strategies in collaboration with the Institutional Portfolio Managers (IPMs) and the Investment Solutions Team.
• Partner with the Institutional Portfolio Management team in the development of responses to custom client requests/questions - including the analysis of portfolio level characteristics, turnover, exposure to various factors, sustainability engagement and integration examples, etc.
• Assume responsibility for ESG Data Analysis and Report Generation for the IPM team utilizing Style Analytics, Trucost, FactSet for specific portfolios, benchmarks and relative comparisons.
• Gather up-to-date information related to the performance of stocks and sectors, working with analysts, IPMs and PMs, where appropriate. Demonstrate an understanding of portfolio performance in written format, summarizing portfolio transactions, articulating the investment case for buy and sell decisions, and explaining drivers of portfolio performance.
• Support the IPM team on ad hoc projects (eg, examine Chinese revenue exposure vs. benchmark, evaluate strategy Net Debt/EV, customize ESG dashboards for a range of strategies, GHG emissions analysis, Sustainable Development Goal Alignment analysis, etc..)
• Assist in the development of strategy specific materials - (eg, Sustainability Report for Transformative Capital, Equilibrium Time Analysis for Large Cap Value) - and general investment presentations (Growth v Value, US v Non-US, sector themes, Climate Presentation for internal Roundtable meeting, etc...)
• Maintain and update the Equity IPM Blog highlighting relevant weekly research meetings, providing summaries of key external macro/strategy/ESG meetings and other relevant materials/topics. Work collaboratively with fixed income counterpart on joint IPM Blogs updates.
• Performs additional investment-related responsibilities as requested.

JOB REQUIREMENTS:

• Bachelor's degree required
• Minimum of 5 years related experience;
• Proven analytical skills and ability to make independent decisions and develop creative solutions;
• Sound judgment regarding escalation practices as well as excellent interpersonal skills and written communication skills;
• Solid understanding of different security types and derivative instruments;
• Excellent organizational skills and the ability to work in a high pressure fast paced environment;
• Excel spreadsheet and Powerpoint knowledge required, familiarity with Barra, FactSet, Bloomberg desired.