Build a career putting clients' interests first

Join our Client Analyst program to develop strategies that support our clients' needs by working with teams that manage relationships and distribute investment solutions for institutions and financial intermediaries.

What we offer

In this three-year program, you'll rotate throuhg our Client organization to learn the entire client service process from onboarding to providing advice.




Who we're looking for

Valued Qualities

We’re looking for highly motived students who are interested in learning about the asset management industry and working with institutional clients to create value over the long term. You’ll need a genuine interest in financial markets, investing and macro-level economics as well as energy, confidence and the ability to take initiative. You’ll also have good judgment, discretion working with confidential information and integrity.

Other successful qualities include effective communication skills, strong presentation abilities, attention to details and exceptional analytical thinking.

 

Key skills

All candidates should be interested in the asset management business, have strong project management skills, possess excellent written and verbal communication skills, and be able to apply both quantitative and qualitative analysis to situations.

Program perspectives

Will
Analyst

Mayra
Associate

Samar
Advisor Development Program Participant

600+

portfolio managers on our team

Did you know?

We deliver stronger investment strategies for better retirement outcomes.

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You’ll be given meaningful work that makes you feel like part of the team. You’ll be assigned a project, training, and a mentor to help you succeed.

Jessica, Analyst

How to apply

Please note, only locations where this program is currently open will be displayed. If you're not able to find your desired location, please follow us on Facebook or Linkedin for program application updates.