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Fanning Personnel
Boston, MA, United States
Performance Ensure that firm performance output is met in a timely and accurate fashion. Confirm compliance with any regulatory requirements related to performance and/or client reporting. Adhere to GIPS Compliance standards, coordinating all efforts surrounding GIPS Compliance for firm. Work with external consultants as needed. Find opportunities
Job Source: Fanning PersonnelDivcoWest Properties
Cambridge, 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, Cambridge, 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 in
Job Source: DivcoWest PropertiesWellington 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 cult
Job Source: Wellington ManagementMount 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 CollegeNEPC, LLC
Boston, MA, United States
Job Level: 1+ years of related experience preferred Team: Portfolio Construction (PC) Location: Boston, Charlotte or Tampa (This position will require a minimum of two (2) days per week if you are located near an office) Job Summary: NEPC is looking to build out our Portfolio Construction (PC) Group by adding an Investment Analyst/ Data Scie
Job Source: NEPC, LLCNEPC
Boston, MA, United States
Level: Entry Level, 0-2 years of experience Team: Performance Analytics Location: Boston, MA; Atlanta, GA; Chicago, IL; Las Vegas, NV or San Francisco, CA Job Summary: NEPC is looking for a Performance Associate to join the team. Our Performance Reporting Group supports our Consulting business in servicing NEPC’s clients. Performance Associa
Job Source: NEPCThreadneedle group
Boston, MA, United States
Columbia Threadneedle Investments seeks an Investment Risk Analyst, in Boston, MA, to assist senior risk managers to measure, monitor, analyze, and manage investment risk across Columbia Threadneedle's collection of funds. Key Responsibilities Manage process for gathering fund risk data and generate risk reports for financial portfolios. Remote wo
Job Source: Threadneedle groupJohnson & Johnson
Cambridge, MA, United States
Description: Within Johnson & Johnson Innovation, JJDC is the corporate venture capital arm of Johnson & Johnson (J&J). JJDC is currently recruiting for a Business Analyst, JJDC Analytics, to be located in Boston. J&J is the world's most comprehensive and broadly-based manufacturer of health care products and is a provider of related services, for
Job Source: Johnson & JohnsonBoston, MA, United States
Welch & Forbes is a leading asset management firm in Boston offering customized investment and private wealth management services to high net worth individuals and foundations. This is an exciting, high-potential opportunity to be closely integrated with an experienced and results-oriented team of investment professionals. We are seeking an individual who can support the portfolio management team with a range of business activities, with an emphasis on investment performance measurement.
This individual will oversee the firm’s performance measurement and reporting (currently via Black Diamond) and also support Portfolio Managers in Investment Management activities including: client reporting, portfolio trade creation and execution, proposal generation, and other duties as required.
Responsibilities:
Performance Analyst
Ensures data integrity of performance software application and conducts monthly reconciliations, proofs, composite maintenance and enhancements and communicates investment performance results to managers.
Prepares summary reports for clients analyzing investment performance results, including attribution analysis.
Works with portfolio managers to prepare presentation materials for client meetings.
Converts complex data into easily understandable reports and charts that facilitate decision making.
Hands on support, knowledge, and utilization of a variety of investment system applications including: performance measurement system (Black Diamond), investment analytics and other related investment applications (FactSet and Bloomberg).
Assumes additional responsibilities as requested.
Investment Management Support :
Assist Portfolio Managers with client portfolio matters including;
· Environmental Social Governance (ESG) investment strategy (data analytics) support
· Portfolio trading support
· Financial planning
· Performance reporting analysis as needed or requested by PMs
· Ad hoc assignments as requested
Education & Training:
College degree (BA/BS) is required. CFA or progress towards a CFA is highly desirable.
Specialized Knowledge & Skills:
Must have an advanced understanding of performance measurement, analysis, and attribution.
Prefer familiarity with ESG concepts and SASB framework
Adept at utilizing Excel including ability to integrate with programming languages desired.
Familiarity with Python or similar programming language desired.
Demonstrates ability to organize time and meet deadlines.
Ability to understand and maintain a variety of automated investment system applications is essential.
Extremely service-oriented with meticulous attention to detail.
Strong work ethic
Work Experience:
Minimum 4+ years of professional experience in the investment field as an analyst including direct experience with performance analysis and reporting. Prefer direct relevant experience within high net worth market.
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Email Alert for Investment Performance Analyst jobs in Boston, MA, United States
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