Portfolio Analyst

Lazard Careers• , NY

12h•$90,000 - $120,000

About The Position

Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference . While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight. Many of the world’s leading investors — from individuals to institutions across the globe — have entrusted Lazard Asset Management. We pride ourselves on uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future — whether it’s for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable. The US Equity team is seeking a highly ambitious, motivated, detail-oriented Portfolio Analyst to help support the service and development of both new and existing client relationships. This role sits directly on the investment team and will involve daily interaction with senior investment team members. The individual will work directly with portfolio managers in helping service some of the firm’s largest client relationships, primarily assisting with the preparation of marketing materials, leveraging Factset, Excel and PowerPoint to analyze data and helping to craft compelling messaging. This role offers excellent preparation for a career path within the group and responsibilities will increase over time.

Requirements

1-3 years of experience working in and around investment teams.
Demonstrated passion for and understanding financial markets.
Advanced PowerPoint and Excel experience, and experience building data-driven presentations for internal and external audiences.
Familiarity with Portfolio Analytics (such as attribution and/or risk analytics) and Factset.
Excellent written and interpersonal skills (responsive, inquisitive) as well as decision-making and analytical abilities.
A can-do attitude, strong work ethic, and intellectual curiosity.
Exceptional communication skills and ability to collaborate across mediums and geographies seamlessly.
Strong project management skills and a demonstrated ability to manage multiple projects simultaneously
Desire to learn/monitor platform holdings and equity markets.

Nice To Haves

CFA designation and data analysis skills, such as Python, VBA, SQL a plus.

Responsibilities

Work independently and in conjunction with senior team members to develop and maintain accurate new business and client servicing materials, including portfolio commentaries, pitch decks and quarterly letters from the manager.
Assist with ad-hoc portfolio team requests as well as with RFPs/DDQs/RFIs.
Liaise with leadership, sales, marketing, legal, compliance, and other internal functions to effectively communicate, complete and manage multiple dynamic projects.
Learn and adapt to anticipate needs of our team and clients.

Benefits

We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits.
Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community.
When you work for Lazard, you are working for an organization that cares about your unique talents and passions and will continue to invest in the development of your career.

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