Lead Investment Analyst - Robert Half

Overview

Please make an application promptly if you are a good match for this role due to high levels of interest.

In this role you contribute to portfolio strategy and asset allocation across a multi-asset platform. You work with finance, accounting, and investment leadership to develop investment strategies and research opportunities. You participate in cross-asset meetings and support after-tax decision-making and risk management. The role involves alternative investments research and board-ready documentation, with a focus on delivering informed, tax-aware, and ERM-aligned investment outcomes. This position offers impact across portfolios, risk oversight, and collaboration with multiple teams to sustain performance and strategic goals.

Responsibilities
• Support development of investment strategy for portfolios in partnership with finance, accounting, and investment leadership
• Research investment opportunities and help manage portfolios in compliance with regulations and company policy
• Participate in Multi-Asset Strategy and Allocation and Alternative Asset Review and Selection meetings
• Support tax-aware investment decision-making and after-tax portfolio optimization
• Assist with alternative investment research, sourcing, allocation, and monitoring
• Prepare documentation for investment purchases and sales for board reporting
• Contribute to economic forecasting, interest rate analysis, portfolio performance monitoring, and budget forecasting
• Participate in Enterprise Risk Management (ERM) activities
• Partner with other teams/managers to ensure business continuity

Key requirements
• Expertise in fixed income, equities, and banking
• Alternative xklufbp investment experience (including private equity)
• Experience with portfolio management and asset allocation across a multi-asset platform
• Ability to prepare board documentation and reporting
• Knowledge of regulatory and policy compliance
• Cross-functional collaboration
• Strong communication and presentation skills
• Analytical mindset with attention to risk and tax considerations
• Portfolio management
• Asset allocation
• Economic forecasting and interest rate analysis