Investment Performance Analyst

Summary:

Welch & Forbes is a leading asset management firm in Boston offering customized investment and private wealth management services to high net worth individuals and foundations.  This is an exciting, high-potential opportunity to be closely integrated with an experienced and results-oriented team of investment professionals.  We are seeking an individual who can support the portfolio management team with a range of business activities, with an emphasis on investment performance measurement.

This Individual will oversee the firm’s performance measurement and reporting (currently via Black Diamond) and also support Portfolio Managers in Investment Management activities including; client reporting, portfolio trade creation and execution, proposal generation, and other duties as required.

Responsibilities:

Performance Analyst

1. Ensures data integrity of performance software application and conducts monthly reconciliations, proofs, composite maintenance and enhancements and communicates investment performance results to managers.
2. Prepares summary reports for clients analyzing investment performance results, including attribution analysis.
3. Works with portfolio managers to prepare presentation materials for client meetings.
4. Converts complex data into easily understandable reports and charts that facilitate decision making.
5. Hands on support, knowledge, and utilization of a variety of investment system applications including:  performance measurement system (Black Diamond), investment analytics and other related investment applications (FactSet and Bloomberg).
6. Assumes additional responsibilities as requested.

Investment Management Support:

       Assist Portfolio Managers with client portfolio matters including;

• Environmental Social Governance (ESG) investment strategy (data analytics)
• Portfolio trading support
• Financial Planning
• Performance reporting analysis as needed or requested by PMs
• Ad hoc assignments as requested

Education & Training:

College degree (BA/BS) is required.

Specialized Knowledge & Skills:

• Must have an advanced understanding of performance measurement, analysis, and attribution.
• Prefer familiarity with ESG concepts and SASB framework
• Adept at utilizing Excel including ability to integrate with programming languages.
• Familiarity with Python or similar programming language.
• Demonstrates ability to organize time and meet deadlines.
• Ability to understand and maintain a variety of automated investment system applications is essential.
• Extremely service-oriented with meticulous attention to detail.
• Strong work ethic and able to communicate effectively both internally and externally.

Work Experience:

Minimum 2+ years of professional experience in the investment field including direct experience with performance analysis and reporting.  Prefer direct relevant experience within high net worth market.