Portfolio Analyst III

Brighthouse Financial, Inc.
Boston, MA, USA
09 Oct 2018
13 Oct 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Brighthouse Financial is a new company established by MetLife. We're on a mission to help people achieve financial security. Built on a foundation of industry knowledge and experience, we specialize in offering essential annuity and life insurance products designed to help customers protect what they've earned and ensure it lasts more predictably. In an industry that often has a reputation for complexity, confusion, and cost, Brighthouse Financial is different. Our approach includes simplicity, transparency, and more value so customers can face the future with confidence.

Brighthouse Financial is seeking passionate, high-performing team members to help us carry out our mission and be part of an exciting journey toward improving the financial futures of our millions of customers. Sound like you? Read on.

Role Value Proposition:
Manager-of-manager role responsible for selecting, evaluating and monitoring external investment managers (sub-advisers) who themselves manage actual investment portfolios and/or funds. Key position on the Investment Research and Analysis team for a '40-Act Adviser group reporting to an outside Funds Board. Position will oversee multiple traditional asset classes and managers.

Key Responsibilities:
  • The Senior Portfolio Analyst will provide investment oversight and evaluation of investment activities in assigned portfolios. This role will also assist in the manager search and selection process.
  • Provide quantitative, qualitative and peer group analysis along with timely updates of assigned portfolios which include both equity and fixed income
  • Utilize investment-related software to aid in the evaluation of managers and in the formulation of recommendations and analysis
  • Run and analyze performance attribution analysis for assigned portfolios and document findings in written reports
  • Lead on-site meetings to evaluate and monitor portfolio management teams on the platform; moderate travel required
  • Lead in-office visits of managers in the Boston office
  • Support the coordination, preparation, and timely delivery of Board materials
  • Support sales and service activities for internal wholesalers and third-party intermediaries
  • Work with investment marketing to ensure prompt and accurate performance and other investment related communications for advisor, consultant and wholesaler requests
  • Support the review and proof reading process of product and trust prospectuses for the November and May update windows, as well as other required financial statements
  • Effectively communicate and promote our investment philosophy to clients, consultants and internal constituents
  • Oversee ad hoc requests as necessary

Essential Business Experience and Technical Skills:
  • Bachelor's degree and 4+ years of relevant investment experience
  • Demonstrable knowledge of various investment managers / fund complexes, products and styles across all asset classes.
  • Mature self-starter and detail-oriented team player with excellent research, communication (written and verbal) and organizational skills.
  • Independent thinker who can formulate and articulate original ideas and efficiently research various investment-related topics.
  • Strong presentation and writing skills.

  • CFA/CIMA/CAIA/FRM is valued or progress towards.
  • Proficiency with investment analytics such as Bloomberg, Morningstar Direct, and Lipper as well as the Microsoft Office suite. Working knowledge of Aladdin a plus.
  • Ability to manage multiple work streams simultaneously and under deadline.
  • MBA or Master's Degree, especially with significant coursework in finance or related discipline a plus.
  • Expert user of Microsoft Excel. Demonstrated ability to illustrate data visually using appropriate charts, graphs and tables. VBA experience a plus.
  • Knowledge of insurance business dynamics, especially within variable annuities, is a plus.
  • Strong interpersonal skills to collaborate with different stakeholders internally and externally.
  • Series 6, 7 or the ability to obtain within 90 days.

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