Sr. Investment Analyst, Multi-Asset Solutions Team

As a member of the Multi-Asset Solutions team, you will play a critical role in supporting the management and oversight of over $65 billion in multi-asset strategies, including target risk, target date, and alternative asset allocation funds. This position offers a unique opportunity to gain exposure to portfolio management, asset allocation research and cutting-edge investment technology.

• Assist in the day-to-day portfolio management and oversight responsibilities of multi-asset portfolios, ensuring alignment with investment objectives
• Participate in research and portfolio management meetings to help ensure strategy positioning reflects the investment team’s market outlook and research perspectives
• Support portfolio managers in quantitative portfolio construction studies to help formulate optimal strategic and tactical asset allocation mixes
• Drive innovation by leveraging advanced analytics and technology platforms to optimize portfolio management workflows and enhance scalability
• Collaborate with portfolio managers and analysts to facilitate systematic and bespoke asset allocation trading and rebalancing activities
• Incorporate synthetic exposures where appropriate to adjust positioning efficiently and cost-effectively
• Conduct detailed risk and factor evaluation across multi-asset portfolios to ensure consistency with investment outlooks and mandates
• Perform performance attribution analysis and compile insights for dissemination across portfolio management and senior management teams
• Work with client portfolio managers to support communication of investment outlook, trade rationale and performance drivers
• Build and maintain relationships with key external partners, including brokers and research firms, to gain research insights and understand product development initiatives
• Collaborate effectively across the organization, including multi-asset portfolio managers and analysts, trading, portfolio construction & risk, manager research, and other key stakeholders
• Develop and implement systematic tools and dashboards utilizing platforms such as Aladdin, Bloomberg, Fact Set, and Barra One to improve efficiency, transparency and decision-making across asset allocation strategies
• Gain expertise in new tools and share insights with the team to support adoption and best practices
• Stay informed on emerging technologies and contribute ideas for process improvements that enhance investment decision-making and operational efficiency

• Bachelor’s degree in Economics, Finance, or a related field; CFA and/or MBA or progress toward designation preferred
• 7+ years of experience in investment-related field
• Strong quantitative and analytical skills with a demonstrated ability to think critically and solve problems
• Collaborative team player with excellent written and oral communication skills
• Advanced proficiency in Excel and PowerPoint; programming skills (Python, VBA, SQL) highly desirable
• Proficiency in portfolio management and analytical software including Black Rock’s Aladdin, Fact Set, Bloomberg, Morningstar DIRECT™ and other investment tools a plus
• Comfort working with large datasets and building automated solutions
• Ability to manage multiple priorities in a fast-paced environment with strong attention to detail

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 。

Boston, Massachusetts

混合式

Salary range is expected to be between $ USD - $ USD. If you are applying for this role outside of the primary location, please contact  for the salary range for…