Job Title:
Portfolio Analyst
Job Code:
6687LT
Job Category:
Investment Operations
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Oct 6 2021
Responsibilities:

This esteemed Boston investment management firm is seeking a Portfolio Analyst to add to their dynamic team. The individual in this role requires an experienced profile in the areas of; investment analytics, investment research, and financial intermediary client consulting. A qualified candidate should possess refined analytical, quantitative, technical, and interpersonal skills. The Portfolio Analyst should also be proficient in Fin-tech software and applications, quantitative analytics, investment research products, data visualization, and business intelligence reporting.

Position Responsibilities:

  • 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
  • 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
  • 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
  • Demonstrate a leading service-mindset with clients, business partners, and with inter-and intradepartmental collaborations
  • Effectively communicate and exhibit characteristics of a strong team player and contributor
Qualifications:

Position Qualifications:

  • Bachelor's Degree
  • 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)
Required Years of Experience:
3
Additional Info:
For more information contact: Lynn Tyburski (617)728-4100 | lynn@fanning-boston.com
Salary Range:
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