Financial Services Specialist providing financial reviews and assisting customers in selecting life and financial products. Engaging customers and hosting educational seminars for wealth management services.
About the role
- Senior Investment Analyst providing investment analysis for Asset Based Finance portfolios. Collaborating with portfolio managers and various teams to deliver analytics and insights on portfolio performance.
Responsibilities
- Perform targeted deal analysis, prepare investment committee materials, and deliver performance attribution for Asset Based Finance portfolios, emphasizing risk, structure, and outcome across ABF asset classes
- Integrate specific client guidelines, objectives and risk tolerances into the firm’s investment process and strategies to ensure complete portfolio management and analytics are in place for all portfolios
- Follow developments, views and themes within the market or markets applicable to the desks being covered, understand how those drive portfolio positioning and performance
- Maintain the Portfolio Analysis Group’s position as a world class provider of Investment Analytics and provide leadership, talent development and execution against the organization’s strategic goal set
- Work with peers across mandates to ensure analytics processes and methodologies are applied consistently and efficiently
- Deliver and effectively communicate monthly and quarterly performance attribution analysis
- Work with constituents throughout the organization to ensure that the Portfolio Analysis Group, Portfolio Management teams and the Risk Management Group have the tools and technology required to effectively manage portfolios
- Remain current on all applicable technology related to portfolio analytics, attribution methodologies, modelling methodologies and risk management tools
- Ad hoc Project work including but not limited to work related to analyzing new deals in the market, answering client questions, or creating exhibits on market trends as needed by the desk.
Requirements
- 3-5+ years of experience in Fixed Income Investments
- Strong demonstrated quantitative skills (project experience involving data analysis a plus)
- Advanced knowledge of MS Excel
- Experience scripting with SQL is strongly preferred and working with programming languages (Python/R) is a plus
- Tableau or other data visualization tool experience is preferred
- Ability to thrive in a fast-paced environment while working on multiple tasks both independently and within a team construct
- Maintains high levels of productivity and self-direction
- MBA, CFA, other applicable master’s level work such as Statistics or Quantitative Finance or equivalent experience will be considered
- Excellent verbal and written communications skills
Benefits
- Medical, dental, vision, life insurance, disability insurance
- Paid Time Off (PTO)
- 401(k) plan with company match (up to 4%)
- Company-funded pension plan
- Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
- Work/Life Resources
- Education Benefit to help finance traditional college enrollment toward obtaining an approved degree
- Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service
Job title
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Experience level
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Degree requirement
No Education Requirement
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