Investment Analyst - Parametric
About The Position
The Investment Analyst is an integral part of the Overlay Solutions portfolio management team. The mission of the investment analyst is to develop foundational investment skills and a deep understanding of Parametric's investment solutions while supporting daily portfolio management. We are looking for a well-rounded, critical thinker who wants to be part of the future of investing. Parametric is looking for candidates that can grow and share in the firm's future success. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
Requirements
- Bachelor’s Degree in finance, accounting, or a related field
- Strong interest building a career in Investment Management, working with institutional investment portfolios
- Demonstrated ability to solve problems using logic, creativity, and enthusiasm
- Familiarity with or willingness to learn Excel, coding languages, and other analytical tools
- Must be a self-starter with excellent quantitative and communication skills
- High attention to detail and time management
- Initiative and demonstrated ability to work in an inclusive and collaborative team environment
Nice To Haves
- Investment management or related industry experience a plus
Responsibilities
- Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Solutions.
- Review various data feeds and activity within client portfolios, acting as the first line of defense to ensure daily reporting accuracy for use within the portfolio management process.
- Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship.
- Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team.
- Responsible for the creation and accuracy of customized reporting and assists in external performance reviews with clients.
- Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience.
- Conduct audits on client accounts across the firm to reduce firm risk and develop professional knowledge.
- Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service.
- Undertake additional professional development such as the CFA program.
- Assume other responsibilities as required.
Benefits
- Medical
- Prescription Drug
- Dental
- Vision
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
- 10 Paid Holidays
- 401(k)
- Short/Long Term Disability
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
