Portfolio Analyst , Tax - Aware

Man Group • Boston, MA

3h

About The Position

The Portfolio Analyst role offers an exceptional opportunity to build foundational skills in portfolio management, investment analysis, and quantitative research as part of the Tax-Aware team. The successful candidate will work alongside experienced Portfolio Managers and Portfolio Analysts to support the implementation and monitoring of Man Systematics investment strategies. This involves assisting with the portfolio construction process, maintaining data integrity, and contributing to performance analytics. The Portfolio Analyst will gain exposure to portfolio risk monitoring, return attribution, and client reporting while developing the technical and analytical skills critical for a career in quantitative asset management.

Requirements

• 0–2 years of experience in portfolio management, investment research, or a related quantitative field (internship experience considered)
• A bachelor's degree in a quantitative discipline (e.g., Finance, Economics, Mathematics, Statistics, Engineering, Computer Science); a graduate degree is a plus
• Foundational understanding of financial markets, portfolio construction, and risk concepts
• Familiarity with accounting principles and financial statement analysis
• Proficiency in Python, R, or other statistical/programming tools
• Strong analytical and problem-solving skills with keen attention to detail
• Effective written and verbal communication skills
• Eagerness to learn and ability to thrive in a collaborative, team-oriented environment
• Strong sense of integrity and work ethic

Responsibilities

• Support the portfolio management team in the day-to-day implementation of investment strategies
• Assist portfolio analysts with trade preparation, data validation, and rebalancing workflows
• Monitor and flag portfolio exceptions or data discrepancies for review
• Conduct quantitative analysis on portfolio performance, risk exposures, and factor attributions
• Assist in the preparation of client materials, including performance commentary and market updates
• Maintain and enhance internal tools, dashboards, and databases used by the team
• Participate in research projects under the guidance of senior team members
• Collaborate with the research group to test and validate model enhancements

Benefits

• competitive holiday entitlements
• pension/401k
• life and long-term disability coverage
• group sick pay
• enhanced parental leave
• long-service leave

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level