Asset Management Multi Asset Solutions Program Associate (Retirement)

Join our dynamic Multi Asset Solutions Global Retirement team focused on the rapidly expanding defined contribution market-an area experiencing tremendous growth and strategic attention across the firm.

Job Summary:

As an Investment Specialist (Global Retirement) - Program Associate in the Asset Management Multi-Asset Solutions (Retirement) team, you will support the Global Retirement business ($175 billion in assets under supervision) through a blend of client-facing, analytical, and reporting work.

You will have the opportunity to engage with capital markets, asset allocation, and content creation in a fast-paced portfolio management environment, with a focus on target date and retirement income strategies spanning registered mutual funds, collective investment trusts, and advisory portfolios.

Your clear communication skills and attention to detail will be critical in this role.

Job responsibilities:


* Create, maintain, and quality-check client facing and internal materials (client pitch decks, webinars, investment reviews, marketing materials, talking points, business proposals, etc.), Craft creative messaging, materials, and solutions for varying client needs in an evolving market environment.

Partner with portfolio managers, researchers, and other investment specialists to quarterback the development and revision of materials as appropriate.


* Client portfolio subject matter expert- draft portfolio commentary and other communications, analyze client portfolios (returns, risk, performance attribution, etc.), create portfolio proposals, conduct analyses, and other ad-hoc client portfolio or business-related analysis.


* End-to-end product ownership: ensure execution and operational product support to facilitate day-to-day business activities, ranging from supporting update to CUSIPs/tickers, factsheets, fees, etc.

Produce and coordinate recurring and ad-hoc reporting and data requests across products independently, ensuring accurate and timely delivery.


* Automation - identify inefficiencies and manual processes that could benefit from automation using tools such as Python, LLM, etc.

to help drive strategic initiatives that could help grow the business.


* Desk coverage - ensure internal coverage for the investment specialist team.

This may include client meetings, client reporting, fielding inquiries from internal and external partners, and resolving them appropriately with minimal feedback from senior partners.


* Internal stakeholder management - support relationships with the various sales channels; serve as primary point of contact for questions and inquiries related to the MAS retirement business.

Represent the team & product in internal strategic initiatives and projects independently.


* Project management- crucial to multitask and coordinate across many stakeholders in variety of time zones.

Lead internal product development and strategy meetings, representing the product and maintaining an outcome...