JobTitle

Job Title

Investment Specialist

JobCode

Job Code

6990

JobCategoryName

Job Category

JobTypeName

Job Type

Permanent

JobLocationName

Job Location

Boston - MA

PublishOnDate

Date Posted

Dec  1 2022 12:00:00:000AM

ExpireOnDate

Expires On

Jan  4 2023 12:00:00:000AM

Responsibilities

Responsibilities

  work closely with the Investment Directors, investment teams and business professionals to contribute to efforts centered on reviewing and evaluating the integrity of our equity approaches
positioning approaches for success in the marketplace
helping to manage business issues such as capacity, fees and guidelines associated with portfolios under coverage
performing analyses that ensure portfolio integrity by providing oversight of portfolio positioning, performance and risk exposures
contribute to the development of new investment strategies and client solutions, conduct market and competitor analysis, evaluate product overlap and capacity trends and prepare white papers and presentation materials that serve to differentiate our portfolios
participate in meetings with clients, prospects, and consultants to communicate our investment philosophy, strategy, positioning, and performance

Qualifications

Qualifications

At least 6 years of relevant industry experience and a record of achievement

An MBA and/or CFA is desirable but not required

Strong critical thinking skills, comfort with ambiguity, and a willingness to take initiative

Advanced analytical skill including the ability to frame issues, identify important points, and draw conclusions

Attention to detail combined with a solutions-oriented, strategic mindset

Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective

Ability to write clearly and succinctly in a variety of communication settings

Articulate with an interest in developing presentation skills

Ability to work both independently and in collaboration with a global team

Strong technical skills; mastery of MS Excel and familiarity with Factset are a plus but not essential

Ability to organize, manage, and prioritize time well

Grace under pressure with an ability to adapt and get things done

A global perspective and/or language skills are viewed favorably.

Willingness to travel

RequiredYearsOfExperience

Required Years of Experience

6

AdditionalInfo

Additional Info