Portfolio Analyst
3 days ago
Join Natixis Global Asset Management as a Portfolio Analyst and contribute to the success of our investment management team. As a key member of our team, you will be responsible for analyzing and evaluating investment management strategies, developing knowledge of all investment vehicles and asset classes, and assisting portfolio managers in researching investment rationale and developing content distributed internally and externally.
Key Responsibilities:- Develop a lead role in supporting the end-to-end multi-asset class model portfolio management process
- 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
- Assist portfolio managers in researching investment rationale and developing content distributed internally and externally
- Participate in manager search, selection, and review activities in support of Natixis Investment Managers Solutions multi-asset models
- 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)
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