Asset Management Analyst

Job Description:
IDS Capital is seeking a motivated and detail-oriented Asset Management Analyst to join our dynamic team in Boston. In this role, you will be responsible for assisting with asset analysis, portfolio management, and client reporting. You will work closely with senior analysts and portfolio managers to help drive the success of our clients’ investments. This position offers an excellent opportunity to grow within a fast-paced business consultancy specializing in asset management.

Key Responsibilities:

• Assist in the analysis and evaluation of clients’ investment portfolios.

• Develop and maintain financial models and reports to support asset management decisions.

• Conduct market research and identify investment opportunities.

• Prepare presentations and reports for clients and senior management.

• Collaborate with team members on client meetings and asset management strategies.

Requirements:

• Bachelor’s degree in Finance, Economics, or related field.

• Strong analytical and problem-solving skills.

• Proficiency in Excel and financial modeling.

• Familiarity with asset management principles.

• Excellent communication skills and attention to detail.