Portfolio Analytics & Support Analyst

Gen ReFarmington, CT
Hybrid

About The Position

NEAM has an opening for a Portfolio Analytics & Support Analyst within our Portfolio Analytics & Support team. The Analyst will work closely with our Portfolio Management, Trading and Enterprise Capital Strategy Teams to implement and support industry models and applications delivered through NEAM’s Capital and Risk Analytics (CARA®) platform. Support various ongoing production processes such as valuation, data integrity, rating agency and peer reporting. Analyze systems and processes to find efficiencies and improve accuracy and timeliness of reporting and reduce costs. Work closely within a team of analysts to enable NEAM’s investment business through technology. Support NEAM Clients and NEAM Employees in the training and usage of CARA® platform. Contribute to the design and development of analytical solutions and thought leadership initiatives and publications, addressing industry challenges, and showcasing CARA® capabilities and solutions. Collaborate with team to develop new features for CARA® platform-the risk management platform used to help manage our global assets.

Requirements

  • Proven ability to work and communicate effectively in a small team setting, and to deliver tangible results and practical solutions.
  • Excellent interpersonal, critical thinking skills, and intellectual curiosity.
  • Desire to challenge themselves and improve our processes, and the passion to contribute with innovative solutions to serve our investment professionals and global insurance clients.
  • Degree in Finance, Statistics, or similarly relevant area.
  • Excellent analytical and problem-solving skills with keen attention to detail.
  • Adaptable, can adjust priorities to meet fluctuating conditions or needs.
  • Intellectual curiosity and openness to utilize AI-enabled tools to enhance operational efficiency.
  • Strong technical skills accessing and manipulating large data sets using Excel and SQL.

Nice To Haves

  • Advanced degree a plus.
  • Experience in the financial services industry - Investment Management, Portfolio Management, Capital Markets a plus.
  • Experience with programming languages and analytical packages such as R or Python a plus.
  • CFA designation is desirable but not required.
  • Desire to learn and understand institutional asset management, investment strategies, risk management, fixed income, and equities.

Responsibilities

  • Implement and support industry models and applications delivered through NEAM’s Capital and Risk Analytics (CARA®) platform.
  • Support various ongoing production processes such as valuation, data integrity, rating agency and peer reporting.
  • Analyze systems and processes to find efficiencies and improve accuracy and timeliness of reporting and reduce costs.
  • Work closely within a team of analysts to enable NEAM’s investment business through technology.
  • Support NEAM Clients and NEAM Employees in the training and usage of CARA® platform.
  • Contribute to the design and development of analytical solutions and thought leadership initiatives and publications, addressing industry challenges, and showcasing CARA® capabilities and solutions.
  • Collaborate with team to develop new features for CARA® platform.

Benefits

  • Hybrid schedule with M/F remote and T/W/TR in the office
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