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Fanning Personnel
Boston, MA, United States
•Set-up derivatives in the pricing and risk systems •Coordinate the review of daily market values •Prepare and review daily reports •Liaise between the firm's trading and operations teams •Support the firm's trade allocation, foreign exchange, and corporate actions processes •Respond to trading and investment related questions as well as assist wit
Job Source: Fanning PersonnelFanning Personnel
Boston, MA, United States
Invest account assets per Investment Policy Statement (IPS), primarily using mutual funds or ETFs while also occasionally trading individual fixed income and equity instruments. Organize trade activity based on account-specific requirements, taxability, and account groupings. Place trade orders received from Client Advisors or received on rebalanci
Job Source: Fanning PersonnelDivcoWest Properties
Boston, MA, United States
Founded in 1993, DivcoWest is a multi-disciplinary real estate investment firm headquartered in San Francisco, with offices in Los Angeles, Menlo Park, Boston, Washington DC, Austin, and New York City. Known for our long-standing relationships and track record of success in innovation markets, DivcoWest combines entrepreneurial spirit with an insti
Job Source: DivcoWest PropertiesGlobal Atlantic Financial Group Opportunities
Boston, MA, United States
Position Overview: Serve as the Assistant Vice President overseeing the Investment Operations teams supporting Global Atlantic’s $25B Specialty Finance portfolio. The ideal candidate will be able to multi-task under pressure with minimal supervision. Experience managing multiple direct reports across multiple workstreams is a plus. Responsibiliti
Job Source: Global Atlantic Financial Group OpportunitiesPrime Therapeutics
Boston
Our work matters. We help people get the medicine they need to feel better and live well. We do not lose sight of that. It fuels our passion and drives every decision we make. **Job Posting Title** Sr. Rebate Trade Analyst - Remote **Job Description** The Senior Trade Relations Analyst is responsible for performing multifaceted financial analyses t
Job Source: Prime TherapeuticsMount Holyoke College
Boston, MA, United States
Apply now Job no: 493841 Work type: Staff Full-time Location: Boston, MA Categories: Business/ Accounting/Finance, Institutional & Business Affairs Position Type: Staff Full-time Weeks per year: 52 Work Schedule: Monday through Friday,9:00 a.m. to 5:00 p.m. Department Summary & Job Purpose: The Mount Holyoke College Investments Office
Job Source: Mount Holyoke CollegeDiverse Lynx
Boston, MA, United States
Sr. Business Analyst 8-10 years Boston Hybrid(3-4 days/week in Boston) Experience in Investment Banking domain like trading applications & extensive asset management. Experience especially in trading applications, Cash, Portfolio Constructions, Risk, Performance Reporting. Strong experience working on Database for data analysis with SQL & PL/SQ
Job Source: Diverse LynxFanning Personnel
Boston, MA, United States
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 co
Job Source: Fanning PersonnelBoston, MA, United States
Sr Trading Specialist/Investment Analyst
Job Code :
7079
Job Category :
Investment Operations
Job Type :
Permanent
Job Location :
Date Posted :
Apr 18 2023
Expires On :
May 31 2023
Responsibilities :
· Assist in due-diligence, research and ongoing monitoring related to both current and prospective investment managers. The Associate's primary area of focus will be traditional liquid strategy, but assignments will range across all asset classes.
· Attend current and prospective manager meetings.
· Assist in the production of manager recommendations for the firm's investment committee.
· Create and update periodic manager reports and overviews.
· Help maintain portfolio transparency data and look-through aggregation reports.
· Assist with the production of white papers and thought pieces on a variety of investment topics.
· Develop an understanding of performance attribution, and work with the client service team to apply that knowledge and ensure client reports are accurate and up-to-date.
· Work in conjunction with the Investment Team on transition plans and asset allocation plans for clients and prospects.
· Assist in the production of presentations for client and prospect meetings.
· Complete analytical projects related to platform portfolio investments as needed.
· Complete ad hoc projects as needed.
Qualifications :
Bachelor's degree. Strong undergraduate performance with a quantitative or business major preferred. 2-4 years of previous relevant work experience, preferably in an investment consulting role or investment setting such as an institution or family office. Strong writing skills are required. Candidate must be able to think creatively and analytically. Candidate must be a self-starter who is able to work independently.
Strong Excel and PowerPoint skills, attention to detail, and ability to multitask and prioritize required. Familiarity with Bloomberg, eVestment or Addepar, Wealthscape, would be a plus. Must be licensed, Series 6s of 7, or CFA progression
Required Years of Experience :
3
Additional Info :
For more information, contact [email protected]
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Email Alert for Sr Trading Specialist/Investment Analyst jobs in Boston, MA, United States
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