Portfolio Analyst

Boston, MA 02116

Posted: 11/27/2018 Employment Type: Direct Hire Specialty: Accounting & Finance Job Number: 82548

An investment services group in Boston, MA is seeking a Portfolio Analyst to join their team. You will be responsible for managing critical inputs to the firm’ s investment process, managing the services provided by the outsourced middle-office, and supporting the portfolio management team. By joining the team, you will develop a deep understanding of the company’ s investment process and have experience in financial services or asset management. Compensation for this role ranges anywhere from 60K-90K. Apply today!

Responsibilities for the Portfolio Analyst:
  • Use critical thinking, analytical skills and curiosity to investigate and evaluate cash, equity and derivative transaction and position information
  • Lead and contribute to the implementation of critical and strategic investment initiatives
  • Contribute to the design and execution of new and improved business workflows, both within Investment Services as well as across teams as it relates to updates to the investment processes
  • Develop strong working relationships with internal groups including our client relationship management, investment processes group and portfolio management teams in order to support adding value for clients and investment process
  • Develop strong relationships with external parties such our outsourced middle-office trade, brokers and custodians
Requirements for the Portfolio Analyst:
  • Bachelor’ s Degree; Accounting or Finance concentration preferred
  • 3-8 years of professional experience in the Asset Management Industry
  • Strong Microsoft Excel and data analysis skills
  • A self-starter with excellent organizational, time and relationship management skills, verbal and written communication skills, as well as data mining and analysis skills
  • Very detail oriented and inquisitive
  • Ability to work on assignments and projects with minimal supervision while proactively providing updates, facilitating reviews of progress and delivering to deadlines
  • Ability to work collaboratively with colleagues and thrive in a team-oriented work environment
  • Ability to follow general procedures and suggest improvements
  • Ability to maintain a working knowledge of relevant systems
  • Must be eligible to work in the U.S. without sponsorship                     

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