Job Description

Join our dynamic Multi Asset Solutions Global Retirement team focused on the rapidly expanding defined contribution market—an area experiencing tremendous growth and strategic attention across the firm.

As an Investment Specialist (Global Retirement) – Program Associate in the Asset Management Multi-Asset Solutions (Retirement) team, you will support the Global Retirement business ($175 billion in assets under supervision) through a blend of client-facing, analytical, and reporting work. You will have the opportunity to engage with capital markets, asset allocation, and content creation in a fast-paced portfolio management environment, with a focus on target date and retirement income strategies spanning registered mutual funds, collective investment trusts, and advisory portfolios. Your clear communication skills and attention to detail will be critical in this role.

Job responsibilities:

• Create, maintain, and quality-check client facing and internal materials (client pitch decks, webinars, investment reviews, marketing materials, talking points, business proposals, etc.), Craft creative messaging, materials, and solutions for varying client needs in an evolving market environment. Partner with portfolio managers, researchers, and other investment specialists to quarterback the development and revision of materials as appropriate.
• Client portfolio subject matter expert– draft portfolio commentary and other communications, analyze client portfolios (returns, risk, performance attribution, etc.), create portfolio proposals, conduct analyses, and other ad-hoc client portfolio or business-related analysis.
• End-to-end product ownership: ensure execution and operational product support to facilitate day-to-day business activities, ranging from supporting update to CUSIPs/tickers, factsheets, fees, etc. Produce and coordinate recurring and ad-hoc reporting and data requests across products independently, ensuring accurate and timely delivery.
• Automation – identify inefficiencies and manual processes that could benefit from automation using tools such as Python, LLM, etc. to help drive strategic initiatives that could help grow the business.
• Desk coverage – ensure internal coverage for the investment specialist team. This may include client meetings, client reporting, fielding inquiries from internal and external partners, and resolving them appropriately with minimal feedback from senior partners.
• Internal stakeholder management - support relationships with the various sales channels; serve as primary point of contact for questions and inquiries related to the MAS retirement business. Represent the team & product in internal strategic initiatives and projects independently.
• Project management- crucial to multitask and coordinate across many stakeholders in variety of time zones. Lead internal product development and strategy meetings, representing the product and maintaining an outcomes oriented approach. Potential for growth towards client facing opportunities in 24+ months based on product fluency and client readiness

Required qualifications, capabilities, and skills:

• Minimum of 2+ years of experience in the financial industry
• Business owners’ mindset – ownership of all parts of the product process, end-to-end execution of tasks and constant desire to improve processes and enhance content.
• Strong executive functioning skills:
  • Highly organized, with the ability to handle multiple simultaneous tasks, ensuring each is prioritized appropriately, is crucial to succeeding in this role.
  • Ability to deliver results in a timely and accurate manner, frequently under tight deadlines
  • Positive attitude, intellectual curiosity, creative thinking – an ability to take direction from senior team members while recognizing when to challenge legacy processes and drive efforts for improvement
• A working knowledge of investment design, portfolio construction, and multi-asset strategies; strong market acumen
• Strong presentation, research, and writing skills. Ability to explain complex financial market and investment/product concepts to clients and stakeholders at all levels of sophistication.
• The environment is fast-paced and demanding; relationship building skills, flexibility, and teamwork across various teams within and outside the product group is required

• Series 7, Series 63, SIE

Preferred qualifications, capabilities, and skills:

• Strong excel experience a plus
• Prior experience in finance or related fields
• CFA designation or active pursuit; sponsorship available after one year
• Familiarity with retirement plan structures including DC, target date funds, and retirement income vehicles
• Coding experience (Python or similar) a plus