Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Nexamp
Boston, MA, United States
Do you want to be a part of the clean energy movement? Are you passionate about improving our environment for this generation and those to follow? Are you ready to take on new challenges and collaborate with a future-focused team leading the way into new markets? Join Nexamp! This is where you can learn from industry leaders and become one yoursel
Job Source: NexampBrown Advisory Incorporated
Boston, MA, United States
About Art Bridges Art Bridges Foundation is the vision of philanthropist and arts patron Alice Walton. Since 2017, Art Bridges has created and supported projects that bring outstanding works of American art out of storage and into communities. Art Bridges partners with a growing network of over 200 museums of all sizes and locations on nearly 800
Job Source: Brown Advisory IncorporatedNatixis Investment Managers
Boston, MA, United States
Description Overview: The Portfolio Analyst is a member of the Natixis Investment Solutions Portfolio Management Team within the Portfolio Analysis & Consulting Group. The core responsibilities of this role are to assist the portfolio management team in the investment management functions associated with the multi-asset class model programs, inve
Job Source: Natixis Investment ManagersWellington Management
Boston, MA, United States
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture
Job Source: Wellington ManagementBoston Partners
Boston, MA, United States
Position:Portfolio Operations Analyst Department: Investment Operations Report to:Head of Investment Operations Company Summary: Boston Partners is a global investment advisor with $100 billion in AUM and a longstanding reputation for superior client service.The organization is a premier provider of value equity investment products that are fir
Job Source: Boston PartnersMan Group plc
Boston, MA, United States
Purpose of the role The Analyst role spans a broad spectrum of research, investment, and technical tasks as part of the investments team. The Analyst is expected to support all strategies from alpha generation through to implementation and work closely with other teams to create new and support existing strategies by identifying new investment ide
Job Source: Man Group plcCharles Schwab
Boston, MA, United States
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The Investment Guidelines Oversight Manager will be part of Schwab Asset Management (SAM). The overall SAM team is passionately c
Job Source: Charles SchwabThreadneedle group
Boston, MA, United States
As a Portfolio Analyst on the Tax Exempt Fixed Income team, you will contribute to the management of a wide range of fixed income investment vehicles, including retail mutual funds, ETFs, and separately managed accounts. Responsibilities include performing data analysis on performance, risk, market dynamics & opportunities, and providing a bridge b
Job Source: Threadneedle groupBoston, MA, United States
Overview: The Portfolio Analyst is a member of the Natixis Investment Solutions Portfolio Management Team within the Portfolio Analysis & Consulting Group. The core responsibilities of this role are to assist the portfolio management team in the investment management functions associated with the multi-asset class model programs, investments, and assets managed by Natixis Investment Management Solutions. The responsibilities of this position include using analytical tools to analyze, monitor, trade, and report on the model portfolios as well as strategies underlying investments (mutual funds, ETFs, and SMAs). This position demands refined analytical, quantitative, technical, and inter-personal skills. Also required is a subject matter proficiency in; Fin-tech software and applications, quantitative analytics, investment product and capital market/macro-research, data visualization, and business intelligence reporting. This is a hybrid role located in Boston. What you will do: Develop a lead role in supporting the end-to-end multi-asset class model portfolio management process (i.e. trading through reporting).
Facilitate risk and performance attribution reporting on all strategies to identify key factors affecting the strategies.
Developing knowledge of all investment vehicles and all asset classes covered including equity (both domestic and international), fixed income, and a variety of allocation and alternative investment strategies.
Assist portfolio managers in researching investment rationale and developing content distributed internally to the Natixis Sales Teams as well as content distributed externally to Natixis clients/financial advisors and sponsor firms.
Actively participate in the investment research efforts centered around asset class surveillance on asset allocation, portfolio construction, and investment product analysis.
Participate in manager search, selection, and review activities in support of Natixis Investment Managers Solutions multi-asset models.
Attend Investment Committee and sub-committee meetings as required and actively contribute to macro strategy discussions and research initiatives.
Create efficiencies and automation by capitalizing on the use of all proprietary and licensed data and technology.
What you will bring: 1-3 years’ experience monitoring and evaluating investment management strategies.
Undergraduate degree in Finance or related field.
Progress towards advanced degree or industry designation or desire to pursue strongly preferred.
Strong technology skills with risk and analytic software (FactSet, Bloomberg, Morningstar), plus any coding and advanced Excel skills.
Ability to think critically and research and analyze data.
Eloquent and persuasive communicator (verbal and written).
Outstanding client service / interpersonal skills.
Ability to work on multiple issues / projects simultaneously.
Resourceful results driven problem solver.
Excellent time management, organizational skills, and attention to detail.
FINRA Series 7 License (or achieved within 6 months).
#NatixisIMCulture Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
#J-18808-Ljbffr
Email Alert for Portfolio Analyst jobs in Boston, MA, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.