Associate Analyst I - Mutual Fund - Wealth Management

Overview

Are you passionate about investments, data analysis, and helping drive better outcomes for clients? As an Associate Analyst I , you will partner with experienced analysts to research, evaluate, and monitor investment solutions primarily across fixed income, multi-asset, and alternative strategies aligned with the firm’s long-term philosophy.

In this role, you’ll build foundational expertise in investment analysis while contributing meaningful insights that support decision-making across the organization. This is an excellent opportunity for someone eager to grow their career in investment research, develop technical skills, and collaborate in a high-performing, team-based environment.

What You’ll Do Support analysts in researching, evaluating, and monitoring investment strategies and portfolio solutions Prepare materials for meetings and calls, including research summaries, recommendations, and analysis Conduct performance and attribution analysis to support investment evaluations Utilize tools such as Morningstar Direct, Fact.

Set, and internal systems to gather, analyze, and maintain data Provide timely insights and updates on performance and market developments to stakeholders Communicate findings clearly and concisely, tailoring messaging to different audiences Collaborate with team members and contribute to discussions, initiatives, and continuous improvement efforts What You’ll Impact Supporting high-quality investment decisions that help clients achieve long-term financial goals Enhancing the accuracy and timeliness of investment research and reporting Improving team efficiency through data analysis and process support Contributing to a collaborative and inclusive team environment focused on strong outcomes