Job Title:
Investment Analyst
Job Code:
6699CK
Job Category:
Investment Operations
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Oct 18 2021
Responsibilities:

Boston investment management firm is seeking an Investment Analyst to join their team on the Fixed Income Products side! The individual in this role will provide analytical leverage as well as be a point of contact for a variety of internal constituents regarding inquiries about the investment teams and products under coverage. The Investment Analyst should have strong MS Excel skills and strong analytical skills.

Position Responsibilities:

  • Perform analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing
  • Create and maintain marketing and client materials
  • Review RFPs, responses to client questions, automation of workflow, and collaboration on the development of client solutions and new investment approaches
  • Work closely with investment teams and business professionals, contributing to reviewing and evaluating the integrity of the firm's fixed income approaches and driving the success of those products
Qualifications:

Position Qualifications:

  • Bachelor's degree
  • 2-5 years of relevant experience and progress towards the CFA are preferred
  • Working knowledge of macroeconomics and interest in fixed income markets
  • Demonstrated analytical skills including the ability to organize and synthesize data to reach conclusions
  • Ability to communicate clearly and succinctly including when presenting
  • Can- do attitude when working independently or within a team environment
  • Thrives in a fast-paced environment with strict deadlines
Required Years of Experience:
2
Additional Info:
For more information contact: Chris Kennedy (617) 728-4100 | chris@fanning-boston.com
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