Portfolio Advisor

23 hours ago

Boston MA United States Natixis Investment Managers Full time

The Portfolio Advisor is able to build effective internal working relationships with team members in various geographic locations and departments (product specialists, sales, and affiliates). The Advisory team within Natixis Investment Managers Solutions (NIMS) is global with members in London, Paris, and Singapore. Being self-motivated and able to work independently on projects is crucial.

The successful candidate will work closely with a team of Quantitative Analysts, whose job is to assist them in the production of analysis. This individual is responsible for assisting in the training and development of the Analysts and others, should the team continue to grow.

What you will do:
  • Present Natixis products and provide comprehensive portfolio analysis of client portfolios, present these findings to the Client and if requested, work with the Client to help implement solutions
  • Conduct analysis using in-house software
  • Identify imbalances, gaps, inefficiencies, and hidden risks in client portfolios and provide ideas, options, and steps towards a resolution
  • Assist the sales teams and affiliated asset managers in positioning their funds with clients
  • Gather market intelligence such as quantitative and qualitative competitor analysis and identify market and product trends to formulate topical content
  • Research new investment solutions & product ideas
  • Prepare and deliver analysis and customized portfolio recommendations for client meetings, periodic sales training, and other key events
  • Develop training modules and collateral materials to assist with educating sales personnel on various tenets of portfolio strategy and construction
  • Develop and direct the use of various systems and analytical tools used by the team. (e.g. proprietary optimizers, Morningstar, and Bloomberg)
  • Field data requests from a variety of constituents including executive and senior management, sales and investment professionals, and prospective and existing clients
  • Other ad hoc analyses and project work as requested
What you will bring:
  • 4+ years of asset management experience specifically in quantitative analytics and portfolio construction
  • Bachelor's degree or equivalent, CFA preferable
  • FINRA series 7 & 63 licenses required, or acquired within 90 days of hire
  • Strong command of investing, economics, and finance
  • Ability to understand and communicate sophisticated portfolio construction concepts to a multi-cultural and global audience with a diverse range of technical prowess
  • Deep understanding of asset allocation, risk management, and capital markets theory
  • Proficient with analytical software packages including Excel, MPI Stylus, Bloomberg, Morningstar, and risk modeling applications
  • Proactive, energetic, client-focused individual with the ability to motivate others
  • Foreign languages helpful, bilingual in English and Spanish preferred
  • Highly collaborative
Who we are:

We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to encouraging a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this builds equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package crafted to integrate life and work and to support our employees. Benefits include, but are not limited to comprehensive medical, dental, and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits, and volunteer programs.

#NatixisIMCulture

Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion, or other terms, conditions, and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.

Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors, and temporary workers are not eligible for benefits.

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