Investment Analyst

The Investment Advisory Team is at the heart of Klay Capital's investment solution and portfolio construction ecosystem that brings together investment experience, execution capability, strategy and research to meet and deliver outcomes our clients seek whilst prioritizing client

engagement. The role involves client portfolio management, preparing pitch decks for clients, active trading, market analysis, execution, and risk monitoring.

Responsibilities include the following:

Price and execute derivatives trades across FX, equity ETD, OTC, and structured derivatives / products across multiple custodian banks while ensuring turnaround time thresholds are met

Provide timely support, pricing support and market insights to internal teams and/or clients

Analyze large data sets to generate trading activity reports for clients, client advisors, and internal stakeholders

Partner with advisors and provide support in preparing and maintaining investment solutions for clients

Assist in the day to day activities with respect to portfolio and investment management

Support in maintaining investment lists in line with compliance and regulations

Enhance execution efficiency through model development and process improvements

Ensure strict adherence to operational, regulatory, and compliance requirements, including both pre-trade and post-trade procedures

Additional responsibilities apply from time to time