Investment Analyst

Ascensus•Boston, MA

1d•$60,000 - $120,000•Hybrid

About The Position

The Investment Analyst is responsible for developing, maintaining, and delivering an oversight program specific to assigned line of business(es) as it relates to the interpretation and distribution of investment data, reporting to the Investment Committee, and providing analytic support to the Committee. The analyst will participate as a non-voting contributor to the Committee. The role takes a leadership role in the preparation of the Committee agenda, creating the analytical content, and assuring that action items, as requested by the Committee members, are addressed and completed in a timely fashion. The role also monitors the performance and completeness of investment managers in offerings in support of the investment committee. Ascensus is guided by its Core Values of People Matter, Quality First and Integrity Always®, which inspire a daily prioritization of respect for those served and for one another, and should be visible in actions on a day-to-day basis. The role is responsible for protecting, securing, and properly handling all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or its clients.

Requirements

Bachelor’s degree required.
A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management.
Investment Advisor Representative (Series 65/66) or expectation of completion within six months of hire.
Experience with analysis and support of 3(38) offerings preferred.
Excellent communication skills with the expectation that role will evolve into responsibilities including chairing an investment committee, speaking with clients or managing internal projects.
Must be able to work independently, meet shifting deadlines, and thrive with minimal supervision.
Easily adaptable and at an advanced level with Excel, PowerPoint, and Word.
Solid understanding of portfolio performance analysis, calculations, and the ability to articulate investment information.
Strong work ethic within a flexible working environment.
Excellent verbal and written communication skills.
Must be results oriented with the ability to move fast to meet client needs.

Nice To Haves

Advanced degrees including MSF or MBA a plus.
Progress toward a professional designation (CFA/CIMA/CFP) a plus.

Responsibilities

Perform monthly fund performance grid creation and quarterly scorecard analysis.
Coordinate and drive due diligence reviews on investment managers in the various offerings.
Understand fund attribution, strategy changes, and any management changes for offerings.
Perform benchmark analysis and style analysis on plans to ensure optimal diversification in portfolios.
Monitor industry fee levels, including fee levels on underlying funds, including understanding of eligibility for breakpoint pricing.
Ensure compliance with all Investment Policy Statement requirements.
Ensure that investment manager is providing appropriate rational for fund inclusion and any potential changes.
Take active role in departmental projects, including process improvements, designing policies and procedures, and implementing new analysis capabilities.
Assist with other tasks and projects as assigned.