Portfolio analytics and marketing materials at $500 billion AUM

Based on the most helpful WSO content, here's what you need to know about the opportunity in portfolio analytics and marketing at an asset management firm with approximately $500 billion AUM:

Key Aspects of the Role:

1. Exposure to All Asset Classes:

   • Working with various asset classes can provide a broad understanding of different investment strategies and products.
   • This exposure is valuable for building a well-rounded knowledge base in asset management.

2. Client Reporting:

   • Automating portfolio analytics for client reports is a crucial skill. It involves data analysis, report generation, and ensuring accuracy in client communications.
   • This experience can be beneficial for roles that require strong analytical and technical skills.

3. Marketing Team Involvement:

   • Working with the marketing team to issue factsheets and understand product offerings and investment capabilities.
   • This aspect of the role can help develop skills in communication, marketing, and understanding client needs.

Benefits of the Role:

• Entry-Level Position:

  • As an entry-level role, it provides a solid foundation in both analytics and marketing within the asset management industry.
  • It's a good starting point for recent graduates to gain practical experience and build a professional network.

• Skill Development:

  • The role offers a mix of technical (analytics, automation) and soft skills (marketing, client communication).
  • These skills are transferable and can open doors to various career paths within asset management and beyond.

• Industry Exposure:

  • Working in a firm with $500 billion AUM means exposure to large-scale operations and potentially high-profile clients.
  • This can be impressive on a resume and provide insights into the workings of a major asset management firm.

Considerations:

• Career Path:

  • Understand the potential career progression within the firm. Entry-level roles can lead to more specialized positions in analytics, client relations, or marketing.
  • Networking within the firm and performing well can lead to internal opportunities.

• Learning Opportunities:

  • Take advantage of any training or mentorship programs offered by the firm.
  • Continuously seek to learn and understand the various asset classes and investment strategies.

Conclusion:

This opportunity seems like a strong starting point for a recent graduate. It offers a blend of analytical and marketing experience, exposure to a wide range of asset classes, and the chance to work in a large, reputable asset management firm. These factors can provide a solid foundation for a career in asset management or related fields.

Sources: Q&A: From Big4 Audit -> Big4 Advisory -> MBA -> AM Portfolio Manager, Why Work in Asset Management?, State Street - Portfolio & Risk Analytics (Investment Analytics), Is It A Good Opportunity? Your Opinions Thanks., JPM Private Bankers??, https://www.wallstreetoasis.com/forum/asset-management/could-use-some-insight-on-careers-in-asset-management?customgpt=1