Specialized Investments Group - Product Specialist Analyst/Associate

AQR Capital Management; Greater London; On-site; USD 135,000 - 150,000; Full time

Job description

About AQR Capital Management

AQR is a global investment management firm built at the intersection of financial theory and practical application. We strive to deliver superior, long-term results for our clients by looking past market noise to identify and isolate what matters most, and by developing ideas that stand up to rigorous testing. Our focus on practical insights and analysis has made us leaders in alternative and traditional strategies since 1998.

At AQR, our employees share a common spirit of academic excellence, intellectual honesty and an unwavering commitment to seeking the truth. We’re determined to know what makes financial markets tick – and we’ll ask every question and challenge every assumption. We recognize and respect the power of collaboration, and we believe transparency and openness to new ideas leads to innovation.

About The Team

The Specialized Investments Group (“SIG”) is responsible for developing and commercializing innovations in AQR’s tax-efficient strategies. The SIG’s product portfolio consists of a large and growing number of investment strategies offered to High-Net-Worth clients and Family Offices.

Product specialists play a key role in AQR’s portfolio management, product development, and enhancement and are involved in many stages of the investment process including new business presentations, new account onboarding, portfolio implementation, performance monitoring and analysis, and portfolio review meetings with clients. Product specialists interact closely with the rest of the firm including research, portfolio management, trading, business development, legal, compliance, risk and marketing. Through this collaboration, product specialists have in-depth knowledge of the strategies they cover and are expected to be in-house experts of their respective products. They are an integral part of initiatives to create, manage, and sell AQR products.

Your Role

We are seeking an exceptionally talented individual to join SIG’s product specialist team. This role will give end-to-end exposure to the portfolio management process and continued evolution of AQR’s tax-efficient products and will include opportunities to work with senior investment professionals across the firm. Responsibilities include:

1. Client communication:
   • Prepare client-ready written responses to investment questions spanning a variety of topics: e.g., investment philosophy, investment process, performance (both before and after tax), performance drivers, portfolio characteristics, etc.
   • Create and help improve presentations and collateral for pitching new business
   • Prepare review materials
2. Investment monitoring and analysis:
   • Analyze portfolio performance using existing tools, and contribute to the development of new monitoring tools
   • Conduct custom portfolio analysis to address questions from clients or senior investment professionals
   • Present portfolio analysis results to product and portfolio teams
3. Process Improvement:
   • Develop scalable solutions to support client acquisition and client retention
     • Dissemination of relevant updates to the business development
     • Proactively sharing answers / data to commonly asked questions
     • Helping develop analytical tools to support
   • Develop suite of review materials for existing investment products
   • Help develop and oversee a library of RFP ready responses and standard DDQs
   • Help develop processes to oversee pre- and after-tax performance across investment lineup

What You’ll Bring

• Bachelor’s degree in a business or quantitative discipline
• 2-3 years of investment management experience, ideally related to equity and equity linked products.
• Superior analytical ability with a deep understanding of investment, particularly equity strategies; experience with quantitative strategies preferred.
• Proficiency in Excel and PowerPoint is required
• Ability to communicate and position complex strategies effectively to a broad range of investors both verbally and in writing.
• Entrepreneurial spirit with a demonstrated work ethic, competitiveness and tenacity required to achieve top performance.

Who You Are

• Well-organized, detail-oriented; able to multi-task and keep track of various deadlines in a fast-paced, high demand environment
• Mature and thoughtful, with the ability to operate in a collaborative, team-oriented culture
• Creative, resourceful, and driven - an intelligent risk taker and someone who does not grow complacent with success
• Hard-working and eager to learn in a highly intellectual, innovative environment
• Highest level of integrity, empathy and character

The salary range for this role is expected to be $135,000-$150,000. This is the range that we in good faith believe is accurate for this role at the time of this posting. We may ultimately pay more or less than the posted range, depending upon factors such as skills, experience, location, or other business and organizational needs. This wage range may also be modified in the future.

This job is also eligible for an annual discretionary bonus.

We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and any other benefits to eligible employees.