Investment Performance Analyst

3 weeks ago


Hartford, United States augmentjobs Full time
Job DescriptionJob Description

Job Description: We are seeking a skilled Investment Performance Analyst to join our dynamic team. The Investment Performance Analyst will be responsible for evaluating and analyzing the performance of various investment portfolios, providing insights and recommendations to optimize returns and mitigate risks. This role requires strong analytical skills, attention to detail, and a deep understanding of financial markets and investment strategies. The ideal candidate will possess a passion for investment analysis and a commitment to delivering accurate and insightful performance reports.

Key Responsibilities:

  • Evaluate investment performance using various metrics and benchmarks.
  • Analyze portfolio risk and return characteristics.
  • Generate performance reports for internal and external stakeholders.
  • Conduct attribution analysis to identify sources of portfolio performance.
  • Collaborate with portfolio managers and investment teams to optimize portfolio performance.
  • Research and stay current on industry best practices and performance measurement methodologies.
  • Participate in ad hoc projects and initiatives related to investment performance.

Requirements:

  • Bachelor's degree in Finance, Economics, or a related field (Master's degree preferred).
  • CFA (Chartered Financial Analyst) designation or progress towards certification is highly desirable.
  • Strong quantitative and analytical skills, with proficiency in Excel and financial modeling.
  • Familiarity with performance measurement tools and software (e.g., FactSet, Bloomberg, Morningstar Direct).
  • Excellent communication and presentation skills, with the ability to convey complex concepts in a clear and concise manner.
  • Detail-oriented with a commitment to accuracy and quality.
  • Ability to work independently as well as part of a collaborative team environment.
  • Prior experience in investment performance analysis or related fields is preferred.

  • Investment Analyst

    2 weeks ago


    Hartford, United States MassMutual Full time

    Role: Investment Analyst Department: Investment Management Team: Quantitative Research & Development Location: Springfield, MA or Boston, MA - Hybrid Position: Full-Time (3+ days in office per week) The Opportunity As an Investment Analyst, you will be part of the investment team responsible for accurate and timely portfolio analytics for MassMutual’s...

  • Investment Analyst

    2 weeks ago


    Hartford, United States MassMutual Full time

    Role: Investment Analyst Department: Investment Management Team: Quantitative Research & Development Location: Springfield, MA or Boston, MA - Hybrid Position: Full-Time (3+ days in office per week) The Opportunity As an Investment Analyst, you will be part of the investment team responsible for accurate and timely portfolio analytics for MassMutual’s...


  • Hartford, United States Mission Staffing Full time

    A startup hedge fund is looking for an analyst to join a growing team, focused on distressed and special situations corporates. The individual will be focused in the public markets with an emphasis on distressed credits in the emerging markets. Company Information: A new and upcoming hedge fund located in Greenwich, Connecticut that has accrued almost $500M...


  • Hartford, United States The Hartford Full time

    Analyst, Business Operations - VKANH3 We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. Investment Operations Analyst - Trade...


  • Hartford, United States augmentjobs Full time

    Job Description Job Description Job Description: As a Private Equity Funds Investment Senior Analyst, you will be an integral part of our investment team, responsible for conducting thorough analysis and due diligence on potential private equity fund investments. Your primary objective will be to assess investment opportunities, develop investment theses,...


  • Hartford, United States augmentjobs Full time

    Job Description Job Description Job Description: As a Private Equity Funds Investment Senior Analyst, you will be an integral part of our investment team, responsible for conducting thorough analysis and due diligence on potential private equity fund investments. Your primary objective will be to assess investment opportunities, develop investment theses,...


  • Hartford, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob Description:As a Private Equity Funds Investment Senior Analyst, you will be an integral part of our investment team, responsible for conducting thorough analysis and due diligence on potential private equity fund investments. Your primary objective will be to assess investment opportunities, develop investment theses, and...


  • Hartford, Connecticut, United States augmentjobs Full time

    Job Description Job Description Job Description:As a Private Equity Funds Investment Senior Analyst, you will be an integral part of our investment team, responsible for conducting thorough analysis and due diligence on potential private equity fund investments. Your primary objective will be to assess investment opportunities, develop investment theses, and...


  • Hartford, United States Talcott Financial Group Full time

    Talcott Financial Group is an international life insurance group and the industry’s trusted partner for comprehensive risk solutions. Talcott creatively designs and expertly delivers responsive solutions that transfer risk and manage capital in a way that supports the strategic needs of insurers today and into the future. Talcott Financial Group has a...


  • Hartford, CT, United States augmentjobs Full time

    Job Description Job Description Job Description: As a Private Equity Funds Investment Senior Analyst, you will be an integral part of our investment team, responsible for conducting thorough analysis and due diligence on potential private equity fund investments. Your primary objective will be to assess investment opportunities, develop investment...


  • Hartford, CT, United States augmentjobs Full time

    Job Description Job Description Job Description: As a Private Equity Funds Investment Senior Analyst, you will be an integral part of our investment team, responsible for conducting thorough analysis and due diligence on potential private equity fund investments. Your primary objective will be to assess investment opportunities, develop investment theses,...

  • Investment Operations

    23 hours ago


    Hartford, United States NAMCO Services, LLC Full time

    **Job Summary** Responsible for the timely and efficient settlement of investment transactions including purchases, sales, transfers, and corporate actions for public and private bonds, bank loans, mortgage loans, and limited partnerships. Settle trades with the goal of minimizing trade failures and ensuring efficient information flow to all relevant...


  • Hartford, United States The Hartford Full time

    Assistant Investment Analyst - DFH801 We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. HIMCO is seeking an Assistant Research...


  • Hartford, United States The Hartford Full time

    Assistant Asset Management Analyst - VZH8A3 We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. HIMCO (The Hartford Investment...

  • Senior Analyst

    4 weeks ago


    Hartford, United States PineBridge Investments Full time

    The Analyst will be responsible to support investment professionals in the New York, Westport, and Fort Lauderdale offices in their screening, analyzing and execution work of private debt investments. The Analyst will provide analytical support and specific analyses to assist with all aspects of transaction evaluation including business, industry and...


  • Hartford, United States UBS Full time

    United States - Connecticut - Management Group - Asset Management **Job Reference #** - 293409BR **City** - Hartford **Job Type** - Full Time **Your role** - Are you an innovative thinker? Are you focused on the details, even when under pressure? Do you enjoy delivering enhanced change capabilities across a range of business functions? - We’re looking...


  • Hartford, United States EVERSOURCE Full time

    This is a hybrid role with the first three months in the office. Eversource is looking for an **Analyst, Transmission** located in **Westwood, MA** or **Hartford, CT**. In this role you will facilitate development of the Transmission Capital Budget and Long-Range Plan. This includes performance measurements related to executing the plan along with reporting...


  • Hartford, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob Description:As an ESG (Environmental, Social, and Governance) Investment Banking Associate, you will play a pivotal role in advising clients on sustainable investment strategies and executing transactions that align with ESG principles. Your responsibilities will include conducting ESG due diligence, financial modeling,...


  • Hartford, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob Description:As an ESG (Environmental, Social, and Governance) Investment Banking Associate, you will play a pivotal role in advising clients on sustainable investment strategies and executing transactions that align with ESG principles. Your responsibilities will include conducting ESG due diligence, financial modeling,...


  • Hartford, United States MassMutual Full time

    Investment Accounting Associate II Investment Controllership Full-Time Boston, MA About the Corporate Controller Organization: The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators...