Sr Trading Specialist/Investment Analyst

4 weeks ago


Boston, United States Fanning Personnel Full time

Sr Trading Specialist/Investment Analyst Job Code : 7079 Job Category : Investment Operations Job Type : Permanent Job Location : Date Posted : Apr 18 2023 Expires On : May 31 2023 Responsibilities : · Assist in due-diligence, research and ongoing monitoring related to both current and prospective investment managers. The Associate's primary area of focus will be traditional liquid strategy, but assignments will range across all asset classes.

· Attend current and prospective manager meetings.

· Assist in the production of manager recommendations for the firm's investment committee.

· Create and update periodic manager reports and overviews.

· Help maintain portfolio transparency data and look-through aggregation reports.

· Assist with the production of white papers and thought pieces on a variety of investment topics.

· Develop an understanding of performance attribution, and work with the client service team to apply that knowledge and ensure client reports are accurate and up-to-date.

· Work in conjunction with the Investment Team on transition plans and asset allocation plans for clients and prospects.

· Assist in the production of presentations for client and prospect meetings.

· Complete analytical projects related to platform portfolio investments as needed.

· Complete ad hoc projects as needed.

Qualifications : Bachelor's degree. Strong undergraduate performance with a quantitative or business major preferred. 2-4 years of previous relevant work experience, preferably in an investment consulting role or investment setting such as an institution or family office. Strong writing skills are required. Candidate must be able to think creatively and analytically. Candidate must be a self-starter who is able to work independently.

Strong Excel and PowerPoint skills, attention to detail, and ability to multitask and prioritize required. Familiarity with Bloomberg, eVestment or Addepar, Wealthscape, would be a plus. Must be licensed, Series 6s of 7, or CFA progression

Required Years of Experience : 3 Additional Info : For more information, contact tim@fanning-boston.com

#J-18808-Ljbffr


  • Sr. Business Analyst

    2 weeks ago


    Boston, United States Diverse Lynx Full time

    Job Profile : Sr. Business Analyst Job Location : Boston, MA ( Onsite hybrid mode ) Type- Contract (w2/ C2C) Duration- Long term contract • Experience in Investment Banking domain like trading applications & extensive asset management. • Experience especially in trading applications, Cash, Portfolio Constructions, Risk, Performance Reporting. • Strong...

  • Trading Analyst

    1 month ago


    Boston, Massachusetts, United States DraftKings Inc Full time

    As a Trading Analyst, you'll support our trading operations, data analysis, and reporting efforts to inform our results to identify key opportunity areas.This role is a great opportunity for anyone looking for a clear path for growth and development in the greater DraftKings sportsbook analytics practice.What you'll do as a Trading AnalystWork...


  • Boston, United States Diverse Lynx Full time

    Job Title : Investment Banking Business Analyst Location : Channel Center, Boston, MA Duration : Long-Term Contract (W2 / C2C) Relevant Experience 8-10 years. JOB DESCRIPTION: Business Analysis Investment Banking Domain expertise ( fixed income, trading, Charles river, portfolio construction ) Requirement gathering Communication Please suggest. Diverse Lynx...

  • Sr. Business Analyst

    4 weeks ago


    Boston, United States Diverse Lynx Full time

    Job Profile : Sr. Business AnalystJob Location : Boston, MA ( Onsite hybrid mode )Type- Contract (w2/ C2C)Duration- Long term contract •Experience in Investment Banking domain like trading applications & extensive asset management.•Experience especially in trading applications, Cash, Portfolio Constructions, Risk, Performance Reporting.•Strong...


  • Boston, Massachusetts, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Boston, United States Bracebridge Capital Full time

    Summer Analysts will work directly on the trading floor alongside Analysts and Portfolio Managers and gain valuable exposure to various investment product areas such as Emerging Markets, Corporate Credit, Rates and Structured Products. Our summer experience is an opportunity not just to learn, but to contribute as well. Past Summer Analysts have: Implemented...


  • Boston, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Investment Analyst

    4 weeks ago


    Boston, United States CareerBuilder Full time

    Conducting diligence on potential investment opportunities Managing pipeline and internal databases Researching specific investment themes Supporting existing funds and investor-facing team The analyst position is intended to be a 2-3 year program during which the analyst will develop a core suite of fundamental investment skills. Qualifications : 0-2 years...

  • Sr. Systems Analyst

    4 days ago


    Boston, United States Fidelity TalentSource LLC Full time

    We are hiring for a Sr. Systems Analyst for our Westlake, Texas location! Senior Systems Analyst - Role Our teams build and contribute to Fidelity’s digital presence. As Systems Analyst in the Technology team, you will be responsible for designing and instrumenting highly performant API and building the web user experience to support our customers online...


  • Boston, United States Fidelity Talentsource Llc Full time

    We are hiring for a Sr. Systems Analyst for our Westlake, Texas location! Senior Systems Analyst - Role Our teams build and contribute to Fidelity’s digital presence. As Systems Analyst in the Technology team, you will be responsible for designing and instrumenting highly performant API and building the web user experience to support our customers online...


  • Boston, United States Fidelity Investments Full time

    The Analyst, CLO Investment Services will be assigned to a 2-3 live CL - Os and will have responsibility for the daily monitoring of CLO compliance test results, regular review/updates of security reference data, and monthly Trustee Report review/app Investment, Analyst, Portfolio Manager, Operations, Service, Trader, Banking


  • Boston, United States Manulife Financial Corporation Full time

    The core job responsibility for a Senior Compliance Analyst (non-exempt) is to monitor the John Hancock Group of Funds compliance activities, including sub-adviser and service provider oversight within a manager of managers structure. To ensure the f Compliance Analyst, Investment, Compliance, Analyst, Senior, Monitoring, Technology

  • Quantitative Analyst

    4 weeks ago


    Boston, United States Equilibrium Energy Full time

    What we are looking for Equilibrium was founded with a vision for building a company where innovation, collaboration, machine learning, and data science power all aspects of our algorithmic decision-making. We are looking for staff / sr staff quantitative analysts with a heavy focus on trading strategy research and development in the energy space to...


  • Boston, United States Jones Lange Lasalle, Inc. Full time

    Join JLL for a great opportunity to support a world class life sciences client. The Sr. Analyst, MRO Reliability is a new role and will be responsible for the development and management of MRO Performance Data across a large-scale network of faciliti Liability, Reliability, Reliability, Analyst, Leadership, Program Director, Manufacturing, Property...


  • Boston, United States Arrowstreet Capital Full time

    Job Overview We are looking for an Associate to join our Investment Processes group. Our Investment Processes group is responsible for the automated processes used in investment decision-making and trading. We are a quantitatively-skilled and collaborative group of investment professionals, working at the intersection of finance and computer programming....


  • Boston, United States Parametricportfolio Full time

    Career Opportunities for Experienced Professionals parametric parametric x Location, State, City, or Zip Code Advanced Options Sort by: Relevance 16 open jobs. Use your resume to get matched with the right job. 16 open jobs. Use your resume to get matched with the right job. Upload your resume Associate - PSG Data Analyst (Investment...


  • Boston, United States Partners Capital Full time

    The Senior Principal, Head of Investment Operations located in Boston will be responsible for overseeing all operational activities to support our alternatives sub advisory middle and back-office operations. This includes managing the operational portfolio setup lifecycle for new and existing portfolios, both internally and with services providers and...

  • Sr. Business Analyst

    4 weeks ago


    Boston, United States PTY TECH LLC Full time

    Job DescriptionJob DescriptionBusiness AnalystWork Location/Client LocationUnited State Boston, Massachusetts(with City, State & Zip Code)Hiring Mode (TP/FTE/Both)TPPay Rate$53Client interview required for selection (Yes/No)YesStart DateASAPJob Title/RoleSr. Business AnalystNo. of Positions1Experience Level Required7-12 Years or aboveDetailed JD Support the...

  • Systems Analyst

    4 weeks ago


    Boston, United States Fidelity TalentSource LLC Full time

    Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Systems Analyst to work in Fidelity’s Asset Management Technology in Boston, MA. SAI Technology is looking for a Senior Systems Analyst to join our Workplace Managed Accounts Portfolio Construction team. The role...


  • Boston, United States Gresham Hunt Full time

    Role: Operations Solutions Analyst – Investment OperationsLocation: Boston, MA, USAType: Permanent – HybridOur Client, a global alternative investments manager, is looking to hire a technically strong analyst to take on a broad mandate covering new fund implementation. Located in Boston, MA, this role will sit across all new fund launches, supporting the...