Senior Investment Analyst

About the role

The Senior Investment Analyst is a pivotal member of the Portfolio Management and Advisory team, responsible for deep macro‑economic, market and investment research that underpins the firm’s strategy and client portfolios. The role blends rigorous analytical work with direct client advisory and portfolio construction across multiple asset classes.

Key responsibilities

• Lead macro‑economic, geopolitical and market research to spot emerging trends, opportunities and risks.
• Develop investment theses supported by detailed financial, quantitative and fundamental analysis.
• Produce timely research reports, market commentary and investment recommendations.
• Monitor client portfolios for alignment with objectives, mandates and risk parameters, recommending adjustments as needed.
• Conduct performance attribution, portfolio analytics and risk monitoring (concentration, liquidity, duration, credit, etc.).
• Recommend buy, sell and hold decisions across equities, fixed income, ETFs, mutual funds, structured products and alternatives.
• Perform company, industry, valuation and credit analysis across asset classes.
• Prepare investment reports, portfolio reviews and client presentation materials.

Required profile

• Intellectually curious and commercially‑minded investment professional.
• Strong analytical mindset with ability to conduct macro‑economic, market and security analysis.
• Experience in portfolio management, risk monitoring and client advisory.
• Excellent communication skills to convey research findings and investment recommendations.

Required skills