Investment Analytics & Client Solutions Associate

Dynamics Executive Search; Connecticut; Hybrid; USD 110,000 - 150,000; Full time

Job summary

Dynamics Executive Search partnered assignment seeks an Associate in Investment Analytics & Client Solutions in Connecticut. The role blends investment analytics, performance reporting, and institutional client support within a hybrid work setting.

The candidate will analyze portfolio data, prepare client-ready materials, and contribute to business development efforts while collaborating across investment, operations, and client-facing teams.

Qualifications

• Approximately 5-10+ years of experience in investment management, asset management, or a related financial services environment.
• Strong understanding of portfolio analytics, investment performance, attribution analysis, and benchmark reporting.
• Experience with investment analytics, performance measurement, or reporting platforms.
• Proven ability to prepare high-quality investment reporting, presentations, and client-facing materials.

Responsibilities

• Perform portfolio performance analysis, attribution analysis, and benchmark comparisons using investment analytics and reporting platforms.
• Analyze investment and portfolio data to identify key performance drivers and communicate relevant findings.
• Prepare recurring investment reports, client presentations, performance summaries, and other investment-related materials.
• Support ad hoc portfolio analytics and reporting requests.
• Ensure accuracy, consistency, and quality across investment data and reporting deliverables.
• Assist in preparing investment presentations, marketing materials, and business development deliverables.
• Coordinate responses to requests for proposals (RFPs), due diligence questionnaires (DDQs), and other investor inquiries.
• Maintain and update investment information across internal systems and external databases.
• Collaborate with investment, operations, and client-facing teams to support ongoing relationships and prospective business opportunities.

Skills

Analytical skills

Communication

Problem solving

Time management

Tools

Excel

PowerPoint

Job description

Dynamics Executive Search partnered assignment seeks an Associate in Investment Analytics & Client Solutions in Connecticut. The role blends investment analytics, performance reporting, and institutional client support within a hybrid work setting.

The candidate will analyze portfolio data, prepare client-ready materials, and contribute to business development efforts while collaborating across investment, operations, and client-facing teams.