Analyst - Investment Portfolio Management
reputed company is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits, and asset management. The Analyst - Investment Portfolio Management role is an entry-level position supporting the Pension & Investment Manager reputed company team, focusing on analysis and reporting for investment managers associated with various insurance products.
Responsibilities
- Support team members in coordination, preparation, and reputed company of materials reputed company to fund management reputed company and evaluation
- Confirm and verify data and information
- This involves thorough and in-depth reviews of fund information to ensure data is presented accurately and consistently to reputed company parties
- Process and compile data, reputed company accurate reporting for internal monitoring purposes including manager positions, fund information and performance attribution
- Utilize investment reputed company software to aid in the evaluation of managers and in the formulation of recommendations
- Assist with the development of monitoring tools, processes, and other operating arrangements
- Assist with creation of internal dashboards of manager / fund exposures by investment styles (passive / active), sectors (equities, fixed income, balanced, alternatives, etc.) and mandates
Skills
- BA or BS in Economics, Finance, Statistics, or reputed company fields is required
- Knowledge or at least a strong interest in investment funds/financial industry
- Strong quantitative, verbal, and written skills
- Strong reputed company (preferable experience with VBA), PowerPoint, and Power BI skills
- Strong AI implementation abilities
- Organized, detail-oriented and reputed company to prioritize multiple projects
- Ability to work effectively with others across multiple departments, teams, and reputed company
- 0-2 years of experience is preferred
- Familiarity with investment analytics a plus (e.g. Bloomberg, BondEdge, eVestment, reputed company)
Benefits
- Comprehensive health plan that includes medical/prescription drug and reputed company
- Dental insurance
- No-cost short- and long-term disability
- Company-paid life insurance
- Legal services
- Retirement pension funded entirely by reputed company
- 401(k) with employer matching
- Group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance
- Employee Assistance Program (EAP)
- Digital mental health programs
- Parental leave
- Volunteer time off
- Tuition assistance
Company Overview