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Job Title: Investment Performance Analyst
Company info: 55 person asset management/investment firm that manages funds for high net worth individuals. Firm manages $8 Billion in assets under management (AUM).
Location: Boston
Hybrid: 2 days/week in the office and 3 days remote
Required:
2 years post grad experience as a Performance Analyst with another financial services/investment/asset management firm
Experience with at least ONE of the following systems: FactSet, Bloomberg, Black Diamond or Python
Pluses:
CFA
Info on job: Will report to their SVP, Portfolio Manager and provide investment analysis on client portfolios, reporting and trade executions. Will work closely with Portfolio Managers at the firm as well as clients to generate meaningful analysis in order to help make investment decisions. Will offer a strong career path in the long-term and the firm offers an excellent work/life balance.
Position title: Investment Performance Analyst
Summary:
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
Investment Management Support :
Education & Training:
College degree (BA/BS) is required.
Work Experience:
Minimum 2 years of professional experience in the investment field including direct experience with performance analysis and reporting. Prefer direct relevant experience within high net worth market.
Full Time
$90k-118k (estimate)
07/31/2024
08/16/2024
planet-pro.com
<25
The following is the career advancement route for Investment Performance Analyst positions, which can be used as a reference in future career path planning. As an Investment Performance Analyst, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Performance Analyst. You can explore the career advancement for an Investment Performance Analyst below and select your interested title to get hiring information.