Data Analyst

• Develop, maintain and iterate upon strategic and tactical asset allocation frameworks across asset classes
• Monitor macroeconomic, market, and policy developments to inform allocation shifts
• Collaborate with investment client-facing teams to translate views into actionable portfolio guidance
• Evaluate adoption potential of emerging and extended asset classes in a multi-asset solutions
• Align with Distribution teams on focus strategies based on outcomes of asset allocation frameworks
• Drive end-to-end research projects from conception to delivery and prototype potential research ideas that could be expanded to content used across the FI organization
• Co-author high impact whitepapers, market commentaries, and timely client-facing insights on asset allocation trends
• Represent the team as a subject matter expert in various internal forums
• Own quantitative projects to enhance portfolio construction methodologies, including scenario analysis, stress testing, and optimization
• Partner with manager research and portfolio engineering teams to inform implementation of asset allocation strategy and properly identify and mitigate associated risk
• Champion new methodologies and analytics to enhance research quality and efficiency
• Lead initiative to streamline processes and improve scalability across teams
• Contribute to governance frameworks by ensuring models, assumptions and research processes meet high standards of rigor and transparency
• Inform and drive organizational alignment on key capabilities such as risk modeling and optimization
• Review analytical approaches and assumptions used in FI’s suite of offerings
• Work closely with product, distribution, and investment specialist teams to align asset allocation strategy with business goals
• Support internal education and enablement through training and content development
• Participate in client and due diligence meetings as needed to provide perspectives on markets and asset allocation

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