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Portfolio analyst • lynn ma

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Portfolio Analytics Analyst-MDT

Portfolio Analytics Analyst-MDT

Federated HermesBoston, US
Full-time
Bachelor’s degree in finance, business, economics, mathematics, computer science, or equivalent.Significant coursework in quantitative analysis including data science, finance, economics, mathemati...Show moreLast updated: 25 days ago
Lead Analyst - Portfolio Strategy

Lead Analyst - Portfolio Strategy

American Tower CorporationCambridge, MA, United States
Full-time
Job DescriptionThe TeamWe're seeking a Lead Analyst to join American Tower's U.Tower Product and Strategy organization.The organization manages the performance, market positioning, competitive anal...Show moreLast updated: 30+ days ago
Senior Portfolio Accounting Analyst

Senior Portfolio Accounting Analyst

Wellington ManagementBoston, MA, United States
Full-time
The position is part of the Portfolio Accounting Group within Global Operations.Portfolio Accounting manages and is responsible for the integrity of the books and records of Wellington including re...Show moreLast updated: 30+ days ago
Portfolio Compliance Analyst - CLO / SMA products

Portfolio Compliance Analyst - CLO / SMA products

SS&C TechnologiesBoston, MA, US
Full-time
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financia...Show moreLast updated: 30+ days ago
  • Promoted
Portfolio Analyst

Portfolio Analyst

Banc of CaliforniaBoston, MA, US
Full-time
BANC OF CALIFORNIA AND YOUR CAREER.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...Show moreLast updated: 30+ days ago
Sr Financial Portfolio Analyst

Sr Financial Portfolio Analyst

Ascend LearningCambridge, MA, United States
Full-time
We Impact Lives Through Purpose-Driven Work in A People First CultureAscend Learning is the connection between a powerful portfolio of brands serving students, educators, and employers with outcome...Show moreLast updated: 30+ days ago
  • New!
Investment Portfolio Treasury Analyst

Investment Portfolio Treasury Analyst

CitizensBoston, MA, United States
Full-time
Institutional Investment Portfolio, Institutional Hedging Portfolio and MSR Hedging.This includes researching trade ideas, performing complex analysis and modeling in support of each both pre and p...Show moreLast updated: less than 1 hour ago
Portfolio Accountant

Portfolio Accountant

Creative Financial StaffingBoston, MA, US
Full-time
Title : Senior Real Estate Accountant.Portfolio Accountant Salary : $90k - $115k w / bonus.Why This Opportunity Stands Out : . Starting 3 weeks PTO and health insurance.Strong company culture with quarte...Show moreLast updated: 12 days ago
  • Promoted
Fixed Income Portfolio Analyst, Broad Markets

Fixed Income Portfolio Analyst, Broad Markets

Wellington Management CompanyBoston, MA, US
Full-time
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 cul...Show moreLast updated: 3 days ago
  • Promoted
Portfolio Analyst

Portfolio Analyst

SDL Search PartnersBoston, MA, US
Full-time
About the job Portfolio Analyst.We are seeking a detail-oriented and strategic Portfolio Analyst to join our dynamic real estate investment firm. This role will support the management and performanc...Show moreLast updated: 2 days ago
  • Promoted
Sr Quantitative Portfolio Analyst

Sr Quantitative Portfolio Analyst

Ameriprise FinancialBoston, MA, US
Full-time +1
Where you'll fit in & what our team goals are.Municipal Separate Accounts team, you will contribute to the management of municipal bond separately managed accounts. Responsibilities include using pr...Show moreLast updated: 14 days ago
  • Promoted
Portfolio Analyst, Sponsor & Specialty Finance

Portfolio Analyst, Sponsor & Specialty Finance

Webster BankBoston, MA, US
Temporary
If you're looking for a meaningful career, you'll find it here at Webster.Founded in 1935, our focus has always been to put people firstdoing whatever we can to help individuals, families, business...Show moreLast updated: 10 days ago
Sr Analyst, Portfolio Mgmt

Sr Analyst, Portfolio Mgmt

CHUBBBoston, MA, United States
Full-time
As an integral member of the Small Business & Lower MidMarket Underwriting & Portfolio Management team, the Sr.Portfolio Analyst will be responsible for driving the Division’s commercial P&C underw...Show moreLast updated: 8 days ago
  • Promoted
Portfolio Manager

Portfolio Manager

Geode Capital ManagementBoston, MA, US
Full-time
Geode Capital Management, LLC ("GCM") is a global institutional asset manager providing core beta exposures across a range of equity and niche asset classes, including commodities and options, for ...Show moreLast updated: 30+ days ago
Analyst, Portfolio Retention

Analyst, Portfolio Retention

Arbor Realty TrustBoston, MA
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 ...Show moreLast updated: 30+ days ago
  • Promoted
PORTFOLIO MANAGER

PORTFOLIO MANAGER

BOSTON TRUST WALDEN COMPANYBoston, MA, US
Full-time
Boston Trust Walden Company Overview.Boston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth cl...Show moreLast updated: 30+ days ago
Portfolio Analyst, Private Equity

Portfolio Analyst, Private Equity

Fidelity InvestmentsBoston, MA, US
Full-time
With 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, ...Show moreLast updated: 30+ days ago
Analyst, Specialty Underwriter & Portfolio Manager

Analyst, Specialty Underwriter & Portfolio Manager

Capital One Financial CorporationBoston, MA, United States
Full-time +1
Analyst, Specialty Underwriter & Portfolio ManagerThe Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage ...Show moreLast updated: 1 day ago
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Portfolio Analytics Analyst-MDT

Portfolio Analytics Analyst-MDT

Federated HermesBoston, US
25 days ago
Job type
  • Full-time
Job description

POSITION SPECIFICATIONS

  • Bachelor’s degree in finance, business, economics, mathematics, computer science, or equivalent. CIPM or CFA preferred
  • Significant coursework in quantitative analysis including data science, finance, economics, mathematics, statistics, and computer science.
  • Minimum of 2 years of related work experience or an advanced degree in business, economics, computer science or equivalent degree.
  • Demonstrated knowledge of financial markets required with knowledge of performance attribution and / or risk analysis preferred
  • Computer programming experience in Python, R, SQL or similar language. Experience in Bloomberg, FactSet preferred
  • Superior data analysis capabilities with high mathematical aptitude
  • Exceptional attention to detail
  • Excellent oral and written communication skills

MAJOR DUTIES :

The purpose of this position is to support the MDT Portfolio Analytics Manager by analyzing the drivers of portfolio performance and risk, leveraging analytical skills to understand and explain portfolio investments through the lens of the quantitative investment model, working closely with members of the investment team to deliver accurate and timely insights for internal and external stakeholders.

  • Conduct detailed performance attribution and risk analyses : interpret performance and risk data; analyze portfolio characteristics to determine sources of historical performance and portfolio risk exposures
  • Leverage Python and SQL skills to maintain the proprietary attribution system and to write code that answers questions about portfolio investments.
  • Craft investment, performance, and portfolio commentary by analyzing performance and other data through the lens of the quantitative investment model
  • Support investment team, sales, and marketing by providing reports, commentary and analysis with regard to portfolio performance and risk
  • Write / modify code to answer investment questions by building on existing processes and systems
  • Help create comprehensive attribution presentations, designing clear and impactful data visualizations to transform complex results into compelling stories.
  • Support marketing and client service teams with client presentations, data requests and custom analyses.
  • HOURS / LOCATION :

  • 8 : 00 a.m. - 5 : 00 p.m. (Overtime as required)
  • Boston - Hybrid
  • EXPLANATORY COMMENTS :

  • Creative and self-directed problem-solver
  • Ability to deliver high-quality work on tight deadlines
  • Ability to work independently