Asset Management - Multi Asset Solutions - Investment Specialist (Retirement) - Associate
On-site · New York City, New York, United States
Job Summary
Multi-Asset Solutions Associate (Investment Specialist - Retirement) supports the Global Retirement business through analytical, research, operational, client-facing, and reporting work. Engage with capital markets, asset allocation, and content creation in a portfolio management environment. Responsibilities include internal product management and stakeholder support, desk coverage, client portfolio analysis and commentary, development of client presentations and marketing materials, training of internal sales forces, competitive analysis, and automation initiatives using tools like Python and LLM. Strong communication, organizational, and collaboration skills are essential.
Required Qualifications
- 2-3 years of experience in the financial industry
- Bilingual in Spanish is required
- SIE and Series 7, 63 and 3 certifications are required within 120 days
- Strong presentation, research, and writing skills
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