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.

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 engage with capital markets, asset allocation, and content creation in a fast‑paced portfolio management environment, focusing 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.

• Create, maintain, and quality‑check client‑facing and internal materials such as pitch decks, webinars, investment reviews, marketing materials, talking points, and business proposals; craft creative messaging and solutions for varying client needs.
• Serve as a client‑portfolio subject‑matter expert: draft portfolio commentary, analyze client portfolios (returns, risk, performance attribution, etc.), create portfolio proposals, conduct analyses, and perform ad‑hoc client portfolio or business‑related analysis.
• Own end‑to‑end product execution and operational support, including updates to CUSIPs/tickers, factsheets, fees, and related data. Produce and coordinate recurring and ad‑hoc reporting and data requests across products independently.
• Identify inefficiencies and manual processes for automation using tools such as Python or LLMs to support strategic initiatives that drive business growth.
• Provide desk coverage: support internal coverage for the investment specialist team, attend client meetings, issue client reporting, and field inquiries from internal and external partners with minimal senior feedback.
• Manage internal stakeholder relationships: serve as primary contact for questions related to the MAS retirement business and represent the team in internal strategic initiatives and projects independently.
• Project manage and coordinate across many stakeholders in multiple time zones; lead internal product development and strategy meetings, maintaining an outcome‑oriented approach. Potential for client‑facing opportunities within 24+ months based on product fluency and client readiness.

• Minimum of 2+ years of experience in the financial industry.
• Business owner mindset – ownership of all product phases, end‑to‑end execution, and a constant desire to improve processes and content.
• Strong executive‑functioning skills; highly organized with the ability to handle multiple simultaneous tasks and prioritize effectively.
• Ability to deliver results in a timely and accurate manner, frequently under tight deadlines.
• Positive attitude, intellectual curiosity, and creative thinking – capable of taking direction from senior team members while challenging legacy processes and driving improvement.
• Working knowledge of investment design, portfolio construction, and multi‑asset strategies; strong market acumen.
• Strong presentation, research, and writing skills; ability to explain complex financial and investment concepts to clients and stakeholders at all levels of sophistication.
• Ability to build relationships, adapt, and collaborate across teams within and outside the product group in a fast‑paced environment.
• Series 7, Series 63, SIE.

• Strong Excel experience.
• Prior experience in finance or related fields.
• CFA designation or active pursuit; sponsorship available after one year.
• Familiarity with retirement plan structures including DC, target‑date funds, and retirement income vehicles.
• Coding experience (Python or similar).

We offer a competitive total rewards package, including a base salary determined by role, experience, skill set, and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in…