Portfolio Solutions & Research Support Associate

Wealth Management's Portfolio Solutions & Research Support (PSRS) team operates as a middle office function supporting research and investment processes for strategies managed by the Multi-Asset Solutions team across fixed income, equity, alternatives, index strategies, and currency. PSRS ensures the accuracy of research inputs, investment decision making, and trade-flow processes across front and middle-office systems.
As a Portfolio Solutions & Research Support Associate on the Wealth Management team, you will oversee risk and control routines, business analysis, reporting, and strategic projects, partnering closely with Advisors, Portfolio Managers, Product Specialists, Compliance, Fund Administrators, and Technology. You will focus on automation of front office tools and processes that have been developed by Portfolio Managers, Risk and Trade Implementation Teams. The role requires a strong understanding of investment products, risk concepts, and investment terminology, along wi...