Investment Strategist - Parametric
About The Position
The Investment Engineer, Overlay Solutions partners with the Portfolio Management and Research teams to improve the quality of internal and external data, analysis, and content. The role primarily supports portfolio managers internally in managing client portfolios and provides high-quality analysis and content for clients. The Investment Engineer maintains and continuously improves internal investment processes and generates new analysis and content in response to client requests and strategic initiatives. The position also supports business development and relationship management for institutional clients. The role is part of Parametric’s hybrid working model: employees work in the office three days a week and may choose to work remotely or in the office on the remaining days.
Requirements
- At least 5 years of relevant experience, including successful experience in a similar role.
- In-depth knowledge of the investment industry and related quantitative methods.
- Understanding of Overlay Solutions and related investment instruments.
- Direct experience with derivative instruments, including swaps, options, and futures.
- Ability to manage, prioritize, and coordinate simultaneous projects and tasks with high attention to detail.
- Initiative and ability to work in a collaborative team environment.
- Resourcefulness, a can-do attitude, and willingness to apply creative problem-solving.
- Ability and willingness to learn and use new technology and coding languages.
Nice To Haves
- Proficiency in Python, SQL, or related languages.
- Graduate degree and/or CFA.
- Experience with Quantitative Investment Strategies offered by investment banks.
Responsibilities
- Maintain and enhance existing investment analysis processes, develop new quantitative content, and complete custom analysis based on client requests.
- Act as a liaison between Portfolio Management and Research in support of quantitative content for Overlay Solutions.
- Develop and maintain familiarity with clients, investment offerings, and market positioning.
- Implement automation to increase team efficiency and improve the scalability of client analysis and content generation.
- Ensure consistent processes and data-integrity controls support the Portfolio Management team in managing client accounts.
- Serve as a key contact for producing client deliverables.
- Arrange training for investment professionals to support high-caliber client service and understanding of existing and new analyses and other content.
- Serve as a technical resource to the Portfolio Management Team, handling standard and ad hoc requests using systems, product knowledge, and professional relationships.
- Participate in other related tasks to support clients or strategic initiatives as needed.
Benefits
- Medical insurance
- Prescription drug coverage
- Dental insurance
- Vision insurance
- 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
- 20 vacation days annually
- 10 paid holidays
- 401(k)
- Short- and long-term disability
- Other special employee perks
- Potential eligibility for annual discretionary incentive compensation
- Potential eligibility to participate in the relevant business unit's incentive compensation plan, which may include a discretionary bonus
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
