Portfolio Analyst (Charlotte, NC (Hybrid) or (Remote)

Brighthouse Financial • Charlotte, NC

285d • $81,000 - $105,000 • Remote

About The Position

As a Portfolio Analyst you'll be responsible for monitoring, evaluating, and as the need arises selecting, external investment managers (Subadvisers) who have been delegated the day-to-day investment management responsibilities. The Analyst will oversee Subadvisers who manage equity and fixed income investment strategies. This is a key position on the Investment Research and Analysis team which has overall responsibility for the investment oversight and monitoring of a ~$100 billion investment platform comprised of SEC registered investment companies which are governed by an independent Board of Trustees.

Requirements

• Bachelor's degree and 3+ years of relevant investment experience.
• Background in manager-of-manager due diligence and knowledge of investment analysis.
• Ability to create reporting for and effectively communicate information on a wide range of investment topics.
• Strong attention to detail and excellent organizational skills.
• Being a proactive and engaged team player with strong work ethic.
• Natural curiosity; ability to formulate and articulate thoughts and ideas in a team setting as well as in communication with leadership.
• Proficiency with Microsoft Office suite required; and experience with Morningstar Direct preferred.
• Strong interpersonal skills to collaborate with different stakeholders internally and externally.

Nice To Haves

• Progress towards CFA/CAIA and similar designations is preferred.
• Knowledge of various investment managers / fund complexes, products and styles across all asset classes a plus.

Responsibilities

• Provide investment oversight and evaluation of investment activities in assigned portfolios.
• Assist in the manager search and selection process as necessary.
• Conduct quantitative, qualitative, and peer group analysis and provide timely updates of assigned portfolios which include both equity and fixed income.
• Utilize investment-related software to aid in the analysis and evaluation of managers.
• Run and analyze performance attribution analysis for assigned portfolios and document findings in written reports.
• Actively participate in on-site meetings to evaluate and monitor external firms and portfolio management teams, including discussions with CEOs, CIOs, and key investment personnel (some travel required).
• Actively participate in and when appropriate lead quarterly and ad hoc meetings with managers.
• Manage the coordination, preparation, and timely delivery of quarterly Board materials.
• Manage the review and proofreading process of trust prospectuses for the Annual Registration Statement update cycle, as well as other required regulatory documentation such as Tailored Shareholder Report.
• Support the coordination of the annual outside investment manager Contract Renewal process, including the review of supplied documentation.
• Support team's work with investment marketing to ensure prompt and accurate performance and other investment related communications for advisors, consultants and wholesalers requests as the need arises.
• Manage ad hoc requests as necessary.

Benefits

• Base salary ranging from $81,000 - $105,000 plus competitive performance-based incentives determined by company and individual results.
• Flexible Work Environment - Work remotely or in the office.
• Minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
• 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%).
• 15% employee stock purchase plan discount, and financial counseling services.
• Competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
• Up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
• Company-paid basic life insurance and short-term disability insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree