Senior Portfolio Analyst - Remote

Overview

We are seeking a Sr. Portfolio Analyst who will be responsible for assisting the investment strategy team to provide investment and portfolio research to enhance the investment selection and communication process to advisor teams. This role has exciting growth potential and is a remote opportunity, though ideally candidates will be located on the East Coast or near our office location in Boston.

In Short

• Participate in market research
• Update and provide analysis on Market Monitor and Macro Indicators
• Participate in the due diligence process for institutional quality third-party managers
• Attend third-party manager meetings
• Contribute questions and insight on outside managers
• Help draft Due Diligences Reports
• Run quantitative screens and attribution reports
• Conduct quarterly screens for factor-based equity portfolios
• Create annual capital market assumptions for asset allocation discussions
• Assist investment team with special projects as required

Requirements

• 4-year degree in business, finance, or economics
• 4-7 years’ experience within investments; financial products
• CFA or CAIA advanced designation preferred
• Excellent analytical and quantitative skills
• Detail oriented; able to work with deadlines
• Professional interactions with department customers
• Excellent oral and written communication skills
• Ability to work as a team member

Benefits

• Training and professional development
• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution
• Life and AD&D insurance
• 401k with match and profit sharing
• 18 days of paid time off (PTO)
• 12 paid holidays each year
• Paid parental leave and caregiver leave
• Reimbursement for tuition and licensing