Investment Solutions Analyst

POSITION OVERVIEW:

We are seeking a highly motivated and skilled Investment Solutions Analyst to join our growing team. This role is pivotal in driving our growth strategy and will focus on client servicing, investment solutions implementation and automation, financial market intelligence, and operations. The ideal candidate should be a self-starter with strong interpersonal and analytical skills, a good understanding of financial markets and experience or capabilities in utilizing AI tools to drive operational improvements and innovation.

KEY RESPONSIBILITIES:

• Collaborate with the EVP to optimize workflows, to enhance operational processes, and to ensure seamless implementation of investment solutions & clients onboarding.
• Prepare detailed reports, presentations, marketing materials and client proposals.
• Monitor market trends and provide insights about the competitive investment landscape.
• Support operational activities related to portfolio management.
• Ensure compliance with regulatory requirements and internal policies.