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 internal and external parties
• Process and compile data, provide 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 able to prioritize multiple projects
• Ability to work effectively with others across multiple departments, teams, and levels
• 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 vision
• 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