Equity Research Analyst

1 month ago

Boston, United States Binding Minds Inc Full time

Equities Product Reporting Analyst - Boston MA

Rolling contract of 6 months plus

Product Reporting Department / Equities Team

Description:

- Client Reporting Services, Americas within the Client Services Group has an open position for an Analyst based out of the Boston office supporting the Product Reporting Team. The Analyst will be primarily focused on Equity products.

**Keys to the Position**:

- Must have Bachelors Degree / Finance or Economics preferred
- Pursuit or possessing Masters preferred as well, but not required
- 2 plus years experience (internships considered in employment exp)
- Good understanding of current markets is a must - must display passion for markets (investment clubs in college etc.)
- Equities experience and knowledge is required
- Product reporting background preferred, but not required
- Pursuit towards CFA, CMA or CAIA highly preferred (passing of level 1, sitting for level 2 etc.)
- Must be able to come into the office 3 days per week (required)

**QUALIFICATIONS**
- Strong academic credentials and 3+ years of professional experience in either investment management or marketing communications
- Excellent quantitative and communication skills, as well as strong attention to detail
- The individual must be an independent self-starter, a team player, and able to work on multiple assignments and complete high quality work against strict and competing deadlines that are dictated by prospects, consultants, and clients
- The position requires extensive use of internal and external systems and databases, and proficiency with Microsoft Word and Excel
- A positive, collegial attitude and a high level of professionalism are essential
- An MBA or CFA/CMA/CAIA, or progress toward these qualifications is a plus

**RESPONSIBILITIES**

Responsibilities for this role include, but are not limited to:

- Partner with Investment Products & Fund Strategies (IPFS) and our Global Relationship Group (GRG) to understand the fundamentals of our approaches, the general reporting needs of our clients invested in those approaches, and the guidelines which govern our activities related to marketing and client reporting
- Develop an expertise in an assigned suite of approaches to effectively develop and deliver product-level content in client reporting; this includes but may not be limited to, writing attribution and performance commentary, tailoring portfolio positioning and outlook text for different client guidelines, understanding product-specific data nuances, answering ad-hoc questions related to the product, etc.
- Produce all standard product materials and reoccurring deliverables including generic marketing presentations, institutional fact sheets, and product summaries
- Peer reviewing client deliverables completed by the team as needed to ensure accuracy, data reasonability, etc.
- Take the lead on production of customized client reporting

**Job Type**: Contract

Pay: $34.67 - $46.00 per hour

Schedule:

- 8 hour shift

**Experience**:

- Equities Product Reporting: 1 year (required)

Work Location: On the road

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