Strategic Investment Performance Analyst
6 days ago
Geode Capital Management is seeking a highly motivated and results-driven Strategic Investment Performance Analyst to join our team. As a key member of our squad, you will play a crucial role in fostering consensus on priorities and delivering scalable solutions for our business partners.
Job DescriptionThis is a hybrid work environment opportunity located in Boston, Massachusetts with a weekly in-office schedule of Tuesdays, Wednesdays, and Thursdays, allowing for remote work availability on Mondays and Fridays.
Responsibilities- Business analysis to ensure alignment of technology deliverables with needs of the business
- Story writing and backlog grooming to prioritize and deliver technology capabilities
We are looking for an exceptional individual with a strong background in investment management and related financial systems, as well as experience working with business stakeholders and Agile development methodologies.
- Bachelor's degree (or above) preferably in Finance or Information Technology
- 5-8 years of hands-on experience in investment management, ideally performance measurement and performance attribution, finance, or another related field
- Demonstrated aptitude for investment management or related financial systems, and/or a background in business system analysis
- Exceptional communication and presentation skills
- Strong understanding of business functions, particularly how performance measurement and attribution relate to portfolio management and the overall investment process
- Experience working on project and backlog management and tracking tools such as JIRA
- Experience and understanding of Agile development methodologies, ideally in an investment technology or similar financial services software setting
- Ability to translate business needs into requirements and break larger strategic objectives into smaller actionable tasks
Founded in 2001, Geode Capital Management is headquartered in Boston's financial district, employing approximately 180 employees. We offer institutional asset management providing core beta exposures across a range of equity and niche asset classes, with over $1 trillion in AUM as of June 30, 2024. We value diversity and equality in our workplace.
-
Strategic Investment Analyst
7 days ago
Étreux, Hauts-de-France, United States BNY Mellon Full timeWe are seeking a skilled Strategic Investment Analyst to join our Wealth Management team in Boston, MA. As a key member of our team, you will be responsible for generating research and analytics for prospective accounts, developing customized models under supervision, and assisting in strategy development, portfolio construction, and client retention...
-
Étreux, Hauts-de-France, United States The Bank of New York Mellon Corporation Full timeAbout the Role:We are seeking a highly skilled Strategic Asset Research and Investment Analyst to join our team. This role will involve conducting research on key macroeconomic trends that shape the global economy and their implications on asset allocation.Responsibilities:Conducting in-depth research on macroeconomic trends and their impact on asset...
-
Investment Performance Analyst
7 days ago
Étreux, Hauts-de-France, United States State Street Full timeAbout the RoleThis is an exciting opportunity to join our team as a Investment Performance Analyst and leverage your analytical skills to drive business growth.You will be responsible for reviewing and analyzing performance data, managing client relationships and delivering high-quality results in a fast-paced environment. Our team provides investment...
-
Strategic Investment Banking Leader
7 days ago
Étreux, Hauts-de-France, United States Seamless Talent Full timeAbout the Role:Seamless Talent is seeking a highly skilled Strategic Investment Banking Leader to support its M&A and capital raising advisory business in Boston, MA.Key Responsibilities:Manage complex mandates, direct project teams, and build expertise in M&A processPerform execution activities such as drafting buy-side and sell-side documentation,...
-
Investment Performance Analyst
1 week ago
Étreux, Hauts-de-France, United States CFA Institute Full timeAbout the RoleWe are seeking a skilled Investment Performance Analyst to join our team and contribute to the delivery of timely and accurate performance data to our clients. This is an exciting opportunity to work with senior team members and be responsible for managing the production and distribution of critical data.Key ResponsibilitiesFinal review of...
-
Étreux, Hauts-de-France, United States Page Executive Full timeAbout Our ClientOur client is a Private Single-Family Office with a strong pedigree, boasting a 30-year track record and an impressive $10 billion in Assets Under Management (AUM). With a presence in multiple European offices and a recent expansion to Boston, they offer a unique blend of local startup environment and global resources.Job DescriptionThe...
-
Strategic Systems Analyst
1 week ago
Étreux, Hauts-de-France, United States Wellington Management Company, LLP Full timeAbout UsWellington Management Company, LLP is a leading investment management firm with a comprehensive approach to managing investments across nearly all segments of the global capital markets. Our innovative technology platform empowers us to deliver tailored investment solutions to institutional clients worldwide.Job OverviewWe are seeking an experienced...
-
Strategic Financial Insights Analyst
3 days ago
Étreux, Hauts-de-France, United States Fidelity TalentSource LLC Full timeFidelity TalentSource LLC seeks a seasoned Strategic Financial Insights Analyst to join its Brokerage Central Finance team. This role offers a rewarding career path for individuals passionate about delivering actionable insights and strategic analysis to drive business growth.Estimated Salary: $85,000 - $110,000 per year, depending on experience and...
-
Étreux, Hauts-de-France, United States Wellington Management Company, LLP Full timeAbout UsWellington Management Company, LLP offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions are tailored to meet the unique needs of institutional clients in over 60 countries worldwide. We leverage a robust body of proprietary research and a collaborative culture...
-
Investment Strategist
5 days ago
Étreux, Hauts-de-France, United States MFS Investment Management Full timeAt MFS Investment Management, we are dedicated to building a diverse and inclusive workplace. We believe that our employees' unique perspectives and experiences drive innovation and success.About the RoleWe are seeking an experienced Investment Strategist - Equity Associate to join our team. This role is responsible for supporting the Investment Team in...
-
Strategic Real Estate Investment Leader
5 days ago
Étreux, Hauts-de-France, United States Fidelity TalentSource LLC Full timeJob SummaryWe are seeking an experienced Strategic Real Estate Investment Leader to partner with our Real Estate Investment Officer and Head of Direct Real Estate to execute a plan to acquire commercial real estate in the US on behalf of various FMR fund vehicles.About the RoleThis role involves sourcing opportunities, managing underwriting, negotiating with...
-
Strategic Performance Consultant
6 days ago
Étreux, Hauts-de-France, United States State Street Corporation Full timeState Street Corporation is a leading financial institution offering investment servicing, data analytics, and asset intelligence solutions to institutional clients. As a Strategic Performance Consultant with our Alpha Performance team, you will play a crucial role in onboarding clients to our platform.We are seeking an experienced professional with a strong...
-
Investment Research Director
1 week ago
Étreux, Hauts-de-France, United States Wellington Management Company, LLP Full timeOverviewWellington Management Company, LLP 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 over 60 countries, draw on a robust body of proprietary research and a collaborative culture...
-
Investment Research Specialist
7 days ago
Étreux, Hauts-de-France, United States MFS Investment Management Full timeRole OverviewMFS Investment Management is seeking a highly skilled Investment Research Specialist to join our global research team in the fixed income division. In this role, you will be responsible for developing investment recommendations within assigned US high yield sectors for the fixed income portfolios managed by MFS.About MFSMFS is a leading global...
-
High Yield Investment Research Expert
7 days ago
Étreux, Hauts-de-France, United States MFS Investment Management Full timeAt MFS Investment Management, we foster a culture that supports our employees in excelling at what they do best. Our collaborative environment enables us to achieve better outcomes by valuing the strongest idea over individual opinions. We prioritize people and demonstrate care for our community and colleagues, recognizing the positive impact of our work on...
-
Strategic Investment Research Leader
3 days ago
Étreux, Hauts-de-France, United States State Street Corporation Full timeWe are seeking a highly experienced and dynamic leader to drive innovative investment strategies for our multi-asset Investment Solutions Group (ISG) and Fixed Income Currency & Cash (FICC) organizations. As the Head of Research, you will own oversight of critical activities, including research agenda, model ownership, and thought leadership.The ideal...
-
Strategic Data Insights Professional
1 week ago
Étreux, Hauts-de-France, United States Wellington Management Company, LLP Full timeAbout Wellington ManagementWellington Management Company, LLP 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...
-
Investment Management Analyst
7 days ago
Étreux, Hauts-de-France, United States IMP Consulting Full timeWe are seeking an Investment Management Analyst to join our team at IMP Consulting. As a Trade Order Specialist, you will work with clients to plan, deliver and kick-off projects related to Trade Order Management Systems (OMS). The ideal candidate will have strong project management and business analysis skills.ResponsibilitiesParticipating in client project...
-
Senior Municipal Market Analyst
7 days ago
Étreux, Hauts-de-France, United States GW&K Investment Management Full timeAbout the RoleWe are seeking a highly skilled Senior Municipal Market Analyst to join our team at GW&K Investment Management.
-
Étreux, Hauts-de-France, United States Fidelity TalentSource LLC Full timeJob OverviewFidelity Investments, a leading financial services company, is seeking highly motivated and independent problem solvers to join its Equity Research Analyst internship program. As an intern, you will work closely with portfolio managers and contribute to the investment performance of the firm by analyzing stocks within a specific industry.About...