Who We Are

Summit Asset Management is a boutique investment management firm based in Barbados, successfully serving high-net-worth and institutional clients over the past two decades. With one of the largest investment teams in the Caribbean, we design, implement, and manage bespoke investment solutions tailored to the unique objectives of our global client base.

What You’ll Do

We are seeking a highly analytical and detail‑oriented Senior Investment Associate to join our growing investment team. This role supports senior leadership in developing, implementing and managing tailored multi-asset investment strategies for our clients.

Responsibilities

As an important member of the team, you will work closely with your colleagues to evaluate new opportunities, manage existing investments, execute trades, and contribute to the firm's strategic direction. Your key responsibilities will include:

Monitor and review designated client portfolios to ensure alignment with investment policy statements (IPS), client objectives, and approved strategies
Participate in the full investment cycle, including idea generation, screening, structuring, and trade execution
Generate ideas to ensure the portfolio reflects the best ideas of Summit Asset Management
Assist with multi-asset portfolio construction, monitoring, rebalancing and asset allocation analysis
Perform market research, competitive analysis, and industry due diligence to support investment decision-making
Prepare high‑quality investment memos, client portfolio summaries, presentations, and materials for internal investment committees and external stakeholders
Present ideas and updates in investment team meetings
Lead cross-team projects to support strategic initiatives

Who You Are

You are an experienced investment professional who is dynamic, highly analytical, and intellectually curious, with the ability to challenge ideas. You will have the ability to work as part of a team and be an important contributor in setting investment strategy and idea generation. You operate with integrity, especially when dealing with confidential information. You are able to manage projects end-to-end, across departments, and are willing to learn.

Qualifications And Skills

The candidate is likely to have a minimum of 5 years of experience with a proven track record of working in investments, with the ability to generate ideas
Strong financial, numerical, and analytical skills with high attention to detail
Personal drive with excellent problem‑solving and critical‑thinking abilities with the ability to adapt to changing market dynamics
Confident and proactive in sharing insights and constructively challenging processes
Excellent communication skills with the ability to provide both verbal and written investment insights
The candidate will have experience working in a team and ideally experience in training less experienced team members
Strong Excel and MS Office skills
Demonstrate the ability to utilise AI tools to enhance investment research, analysis, and productivity
Familiarity with financial software (e.g. Bloomberg Terminal) is a plus

Why Join Us?

Work closely with the senior leadership and investment team and make a meaningful contribution to the firm's investment strategy
Access to market-leading research and investment ideas
Benefit from a strong mentorship and learning culture
Career progression with the ability to further develop portfolio management skills and investment knowledge
Attractive remuneration package

Summit Asset Management Limited

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Senior Investment Associate