Investment Analyst

Boston, MA 02199

Posted: 11/09/2018 Employment Type: Direct Hire Specialty: Accounting & Finance Job Number: 82449

A renowned insurance company in Boston, MA is seeking an Investment Analyst to join their team. Working in the investment management unit of the Treasury Department, the Investment Analyst will have oversight of the Corporate, Retirement, Employee Savings Plan, and Foundation investment portfolios. You will assist investment staff by providing key deliverables consistent with portfolio management responsibilities. Key responsibilities include portfolio performance reporting, investment manager due diligence, asset class research, trade execution, risk management, advanced financial modeling, preparation of Committee meeting materials, income forecasting and variance analysis. Diverse candidates strongly encouraged to apply!

Responsibilities for the Logistics Analyst:
  • Develop working relationships with investment managers, consultants, custodians, banks and broker/dealers
  • Prepare purchase and redemption transactions, monitor account activity and report on compliance to investment guidelines
  • Maintain the distribution of the monthly investment performance reporting package
  • Build out internal Private Markets reporting structure and lead recent efforts to capture total reporting exposures across core investments portfolio
  • Responsible for the further development of a monthly fixed income asset allocation and risk analysis reporting package
  • Develop financial models to support the investment analysis function
  • Collaborate with Investment Accounting staff members to ensure BondEdge compliance reports are up to date
  • Conduct attribution analysis on all existing managers and provide recommendations 
  • Participate in the hiring process for new investment management firms
  • Participate in quarterly investment manager conference calls 
  • Keep all investment policies current for the investment portfolios 
  • Compile year end financial statement information for ongoing audits 
Requirements for the Logistics Analyst:
  • Bachelor’ s Degree with finance and/or accounting concentration; MBA or MSF or progress towards a plus
  • 3+ years of professional experience in the investment management field 
  • Experience in managing insurance assets; health insurance company experience is a plus
  • Familiarity with NAIC Risk Based Capital Framework and Division of Insurance Statutory Accounting Filings
  • Chartered Financial Analyst (CFA) or Chartered Alternatives (CAIA) designation or progress towards a plus
  • Proven analytical skills; excellent oral and written communication skills
  • Ability to work in a fast-paced environment and interact effectively with all levels of management inside and outside the organization
  • Experience in fixed income securities, equities, and alternatives (real estate and private markets)
  • Advanced knowledge of Excel, Word and PowerPoint
  • Experience in working with investment database and systems; Microsoft Access with programming skills a plus (SQL etc.)
  • Demonstrated proficiency with BondEdge, Bloomberg and BNY Mellon Workbench
  • Must be eligible to work in the U.S. without sponsorship                     

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