Portfolio Analyst

Boston, Massachusetts (US)
Base salary + bonus and benefits
17 Oct 2018
16 Nov 2018
Job Function
Industry Sector
Asset Management
Employment Type
Full Time

The Portfolio Analyst within the Portfolio Research and Consulting Group requires an experience profile that can contribute in the areas of; investment analytics, investment research, and technology projects. This position demands refined analytical, quantitative, technical, and inter-personal skills associated with working on a team of Portfolio Consultants and Portfolio Analysts.  Also required is a subject matter proficiency in the following areas; Fintech applications, investment analysis, asset allocation, data visualization, and business intelligence reporting from varying sources and investment databases.

Major Responsibilities

  • Investment Analysis:
    • Collaborate with fellow Analysts in the analytical request processes centered around multi-asset class portfolios, investment products, asset allocation, and risk exposures
    • Perform forensic analysis and prove strategies as to the efficacy of risk measurement metrics application and interpretation
    • Create efficiencies and automation in process and reporting and capitalize and optimize on the use of all proprietary and licensed data and technology
  • Investment Research:
    • Support investment research efforts and strategies centered around manager selection and asset class surveillance
    • Develop a personalized research process that involves screening qualitative and quantitative criteria
    • Investigate, explore, and identify tools, techniques, and metrics relating to allocation and selection effects in portfolio construction
  • Project Work:
    • Develop a comprehensive understanding of the technology infrastructure including all licensed and proprietary software applications and data
    • Collaborate with the business, the Information Technology department, and technology vendors on operation and enhancements to systems and data needs
    • Partner, support, or lead inter- and intra-department projects and business initiatives including requirements gathering, testing, and production release
  • Client Service and Team Involvement:
    • Demonstrate a leading service-mindset with business partners and with intra-and inter-departmental collaborations
    • Effectively communicate and exhibit characteristics of a strong team player and contributor
    • Possess a high degree of professionalism and an unsurpassed work ethic

Required Skills/Experience

  • Undergraduate degree in Finance or related field
  • Have accomplished, or be in pursuit of, an advanced degree or industry designation
  • Several years of experience in the financial services industry required
  • Proficiency with risk and analytical software (MPI Stylus, FactSet, Morningstar Direct, Bloomberg, Tableau)
  • Extensive knowledge of MS Excel including macros and VBA
  • Experience with client-facing teams, analytics, and thought leadership
  • Refined written and verbal communication and presentation skills
  • Self-starter with the ability to multitask and meet deadlines while remaining flexible toward unexpected changes
  • Excellent time management skills, attention to detail, and resourcefulness
  • FINRA Series 7 License required (or achieved within 6 months)