Investment Analyst
• Build and maintain models for ETFs, CEFs, and portfolio holdings, analyzing performance, risk, and allocation impacts across a $1B+ AUM platform
• Conduct manager research on existing and prospective investment managers using MPI Stylus to compare funds and support decisions
• Monitor equity markets, macroeconomic trends, and alternative data for investment idea generation
• Support portfolio management, trading, and operations by preparing reports, monitoring accounts, processing trades, and ensuring data accuracy