Current jobs related to Portfolio Analyst - Boston - Natixis Global Asset Management

  • Portfolio Valuation Analyst

    1 week ago

    Boston, United States Creative Financial Staffing Full time

    Creative Financial Staffing has partnered with a well established firm in the Real Estate industry in the search for a Portfolio Valuation Analyst. With a portfolio in excess of $12 billion, they carry decades of experience in real estate investment, finance, development, construction management and asset management. Highlights about this opportunity:Our...

  • Portfolio Valuation Analyst

    6 days ago

    Boston, United States Creative Financial Staffing Full time

    Creative Financial Staffing has partnered with a well established firm in the Real Estate industry in the search for a Portfolio Valuation Analyst. With a portfolio in excess of $12 billion, they carry decades of experience in real estate investment, finance, development, construction management and asset management. Highlights about this opportunity: Our...

  • Portfolio Valuation Analyst

    5 days ago

    Boston, United States Creative Financial Staffing Full time

    Creative Financial Staffing has partnered with a well established firm in the Real Estate industry in the search for a Portfolio Valuation Analyst. With a portfolio in excess of $12 billion, they carry decades of experience in real estate investment, finance, development, construction management and asset management. Highlights about this opportunity: Our...

  • Portfolio Analyst

    1 month ago

    Boston, United States The Ladders Full time

    Geode Capital Management, LLC is seeking an experienced Portfolio Analyst to join our Quantitative Research & Portfolio Analytics team. The Portfolio Analyst is responsible for conducting a wide variety of equity portfolio analysis including performance, attribution, time series and return decomposition/factors related tasks. The role reports directly to the...

  • Portfolio Analyst

    3 months ago

    Boston, United States Harrison Gray Search and Consulting LLC Full time

    Harrison Gray Search has partnered with one of the oldest, most reputable investment advisors in the country to find its next Portfolio Analyst in Boston. This role involves supporting the construction and ongoing management of client portfolios and financial plans within a practice managing approximately $1bn AUM. Key responsibilities include security...

  • Portfolio Analyst

    4 weeks ago

    Boston, United States Harrison Gray Search & Consulting Full time $75,000 - $85,000

    Job DescriptionJob DescriptionHarrison Gray Search has partnered with one of the oldest, most reputable investment advisors in the country to find its next Portfolio Analyst in Boston. This role involves supporting the construction and ongoing management of client portfolios and financial plans within a practice managing approximately $1bn AUM. Key...

  • Analyst, Portfolio Retention

    1 hour ago

    Boston, United States Arbor Realty Trust Full time

    The Portfolio Retention Analyst will complete full analysis with recommendation for maturing loans requiring refinance from both the ACM and ART portfolio. In addition, the analyst will be required to provide screening recommendation for assumptions and supplemental loans within the ACM portfolio. Further, the analyst will be required to process and assist...

  • Investment Portfolio Analyst

    3 weeks ago

    Boston, Massachusetts, United States Harrison Gray Search & Consulting Full time

    Job OverviewHarrison Gray Search & Consulting is collaborating with a prestigious investment advisory firm to identify a qualified Investment Portfolio Analyst. This position is integral to the development and continuous oversight of client investment portfolios and financial strategies within a practice managing significant assets under management.Position...

  • Portfolio Valuation Analyst

    6 days ago

    Boston, United States Creative Financial Staffing Full time

    Are you a detail-oriented professional with a passion for real estate valuation? Join our client's dynamic real estate firm as a Portfolio Valuation Analyst and play a crucial role in assessing and managing property values across our client's extensive portfolio. About Our Client: They are a leading real estate firm specializing in a diverse portfolio of...

  • Portfolio Analyst

    4 months ago

    Boston, United States Pacific Western Bank Full time

    Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business bank Portfolio, Analyst, Science, Financial, Payment Processing, Technology, Management

  • Portfolio Analyst

    4 weeks ago

    Boston, United States Moors & Cabot Inc Full time

    Job DescriptionJob DescriptionPosition SummaryTo support the construction and ongoing management of client portfolios and financial plans within an existing practice of approximately one billion of assets under management. Focal points will include security analysis, trading, client communications, and servicing of existing relationships.Role DescriptionThe...

  • Multi-Asset Portfolio Analyst

    2 months ago

    Boston, United States Wellington Management Company, LLP Full time

    About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...

  • Investment Portfolio Analyst

    4 weeks ago

    Boston, Massachusetts, United States Moors & Cabot Inc Full time

    Job OverviewPosition SummaryThe primary objective of this role is to assist in the development and ongoing oversight of client investment portfolios and financial strategies within a well-established practice managing substantial assets. Key responsibilities will encompass asset evaluation, trading activities, client engagement, and the management of...

  • Equity Portfolio Analyst

    1 month ago

    Boston, United States Wellington Management Company, LLP Full time

    About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...

  • Portfolio Analyst

    3 weeks ago

    boston, United States Atlantic Group Full time

    The Atlantic Group has partnered with a reputable real estate company in Boston, MA that is looking for a talented Portfolio Analyst to join their team!The primary responsibility of this role is to maintain and update financial models for the firm’s portfolio of assets.Key Responsibilities:Maintain and update accurate projection models for real estate...

  • Portfolio Analyst

    3 weeks ago

    boston, United States Atlantic Group Full time

    The Atlantic Group has partnered with a reputable real estate company in Boston, MA that is looking for a talented Portfolio Analyst to join their team!The primary responsibility of this role is to maintain and update financial models for the firm’s portfolio of assets.Key Responsibilities:Maintain and update accurate projection models for real estate...

  • Portfolio Analyst

    3 weeks ago

    Boston, United States Atlantic Group Full time

    The Atlantic Group has partnered with a reputable real estate company in Boston, MA that is looking for a talented Portfolio Analyst to join their team!The primary responsibility of this role is to maintain and update financial models for the firm’s portfolio of assets.Key Responsibilities:Maintain and update accurate projection models for real estate...

  • Portfolio Analyst

    1 month ago

    Boston, United States Atlantic Group Full time

    The Atlantic Group has partnered with a reputable real estate company in Boston, MA that is looking for a talented Portfolio Analyst to join their team!The primary responsibility of this role is to maintain and update financial models for the firm’s portfolio of assets.Key Responsibilities:Maintain and update accurate projection models for real estate...

  • Portfolio Analyst, Private Equity

    4 months ago

    Boston, United States Fidelity TalentSource LLC Full time

    Job Description:The DepartmentWith more than $700 billion in assets under management as of March 31, 2023, Fidelity s Strategic Advisers, LLC (SAI) is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment solutions include managed accounts, financial planning frameworks and custom...

  • Portfolio Analyst, Private Equity

    2 weeks ago

    Boston, United States Fidelity TalentSource LLC Full time

    Job Description:The DepartmentWith more than $700 billion in assets under management as of March 31, 2023, Fidelity s Strategic Advisers, LLC (SAI) is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment solutions include managed accounts, financial planning frameworks and custom...

Portfolio Analyst

3 months ago

Boston, United States Natixis Global Asset Management Full time
Description

Overview:

The Portfolio Analyst is a member of the Natixis Investment Solutions Portfolio Management Team within the Portfolio Analysis & Consulting Group. The core responsibilities of this role are to assist the portfolio management team in the investment management functions associated with the multi-asset class model programs, investments, and assets managed by Natixis Investment Management Solutions.

The responsibilities of this position include using analytical tools to analyze, monitor, trade, and report on the model portfolios as well as strategies underlying investments (mutual funds, ETFs, and SMAs).

This position demands refined analytical, quantitative, technical, and inter-personal skills. Also required is a subject matter proficiency in; Fin-tech software and applications, quantitative analytics, investment product and capital market/macro-research, data visualization, and business intelligence reporting.

This is a hybrid role located in Boston.

What you will do:

  • Develop a lead role in supporting the end-to-end multi-asset class model portfolio management process (i.e. trading through reporting).
  • Facilitate risk and performance attribution reporting on all strategies to identify key factors affecting the strategies.
  • Developing knowledge of all investment vehicles and all asset classes covered including equity (both domestic and international), fixed income, and a variety of allocation and alternative investment strategies.
  • Assist portfolio managers in researching investment rationale and developing content distributed internally to the Natixis Sales Teams as well as content distributed externally to Natixis clients/financial advisors and sponsor firms.
  • Actively participate in the investment research efforts centered around asset class surveillance on asset allocation, portfolio construction, and investment product analysis.
  • Participate in manager search, selection, and review activities in support of Natixis Investment Managers Solutions multi-asset models.
  • Attend Investment Committee and sub-committee meetings as required and actively contribute to macro strategy discussions and research initiatives.
  • Create efficiencies and automation by capitalizing on the use of all proprietary and licensed data and technology.
What you will bring:
  • 1-3 years' experience monitoring and evaluating investment management strategies.
  • Undergraduate degree in Finance or related field.
  • Progress towards advanced degree or industry designation or desire to pursue strongly preferred.
  • Strong technology skills with risk and analytic software (FactSet, Bloomberg, Morningstar), plus any coding and advanced Excel skills.
  • Ability to think critically and research and analyze data.
  • Eloquent and persuasive communicator (verbal and written).
  • Outstanding client service / interpersonal skills.
  • Ability to work on multiple issues / projects simultaneously.
  • Resourceful results driven problem solver.
  • Excellent time management, organizational skills, and attention to detail.
  • FINRA Series 7 License (or achieved within 6 months).


Who we are:We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. We offer a robust benefits package designed 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.