Portfolio Analyst

Location
Boston, Massachusetts (US)
Salary
Competitive
Posted
06 Oct 2021
Closes
05 Nov 2021
Employment Type
Full Time
Education
Bachelors

Portfolio Analyst

Summary

The Portfolio Analyst within the Portfolio Research and Consulting Group requires an experienced profile in the areas of; investment analytics, investment research, and financial intermediary client consulting. This position demands refined analytical, quantitative, technical, and interpersonal skills required to work on a team of Portfolio Consultants and Portfolio Analysts. Also required is a subject matter proficiency in the following areas; Fin-tech software and applications, quantitative analytics, investment product research, data visualization, and business intelligence reporting.

Responsibilities

Investment Analysis:

  • Collaborate with fellow Analysts in fielding analytical requests centered around multi-asset class portfolios, investment products, asset allocation, manager research, and thematic analysis
  • Support Consultant Team in performing forensic analysis and prove strategies as to the application, interpretation, and efficacy of risk measurement metrics in client-facing opportunities

Investment Research:

  • Support investment research efforts and strategies centered around manager selection and asset class surveillance
  • Develop a personalized research process that involves screening managers on qualitative and quantitative criteria
  • Attend Investment Committee and sub-committee meetings as needed and actively contribute to macro strategy discussions and research initiatives

Project Work:

  • Partner, support, or lead inter- and intra-department projects and business initiatives including requirements gathering, testing, and production release
  • Develop a comprehensive understanding of the technology infrastructure, including all licensed and proprietary software applications and data
  • Collaborate with business partners and technology vendors on operational improvements to systems and data needs
  • Create efficiencies, scalability, and automation in process and reporting and capitalize on the use of all proprietary and licensed data and technology

Client Service and Team Involvement:

  • Demonstrate a leading service-mindset with clients, business partners, and with inter-and intra-departmental collaborations
  • Effectively communicate and exhibit characteristics of a strong team player and contributor
  • Possess a high degree of professionalism, trust, integrity, and an unsurpassed work ethic

Education / Experience / Skills Required

  • Undergraduate degree in Finance or related field
  • Have accomplished, or be in pursuit of, an advanced degree or industry designation
  • 3+ years of experience in the financial services industry required
  • Proficiency with risk and analytical software (MPI Stylus, FactSet, Morningstar Direct, Bloomberg, Tableau)
  • Demonstrated knowledge of MS Excel including macros and VBA
  • Experience working with client-facing teams, analytics, and thought leadership
  • Refined written and verbal communication and presentation skills
  • Ability to multitask and prioritize 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)

Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.

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