Investment Analyst - Parametric

Investment Analyst – Parametric

Bachelor’s Degree in finance, accounting, or a related field
Strong interest building a career in Investment Management, working with institutional investment portfolios
Demonstrated ability to solve problems using logic, creativity, and enthusiasm
Familiarity with or willingness to learn Excel, coding languages, and other analytical tools
Must be a self-starter with excellent quantitative and communication skills
High attention to detail and time management
Initiative and demonstrated ability to work in an inclusive and collaborative team environment

Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Solutions.
Review various data feeds and activity within client portfolios, acting as the first line of defense to ensure daily reporting accuracy for use within the portfolio management process.
Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship.
Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team.
Responsible for the creation and accuracy of customized reporting and assists in external performance reviews with clients.
Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience.
Conduct audits on client accounts across the firm to reduce firm risk and develop professional knowledge.
Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service.
Undertake additional professional development such as the CFA program.
Assume other responsibilities as required.