Job Description:
• Support Equity Fund Managers by compiling portfolio, benchmark, performance, and market information for routine reviews and reporting
• Maintain investment, manager, and market data used in portfolio monitoring and reporting activities
• Conduct qualitative and quantitative analysis on equity funds, asset managers, and sub-advised portfolios
• Assist in preparing performance attribution, benchmarking, and risk analysis for existing and prospective investments
• Stay informed on financial markets, economic trends, and equity securities relevant to portfolio holdings
• Support due diligence activities for current and prospective investment managers and strategies by coordinating information requests, reviewing documentation, and preparing summary materials
• Participate in meetings and calls with asset management firms; compile notes and follow-up items
• Track portfolio performance, cash flows, and compliance with investment guidelines
• Support the execution of investment reporting, operational, and process management activities
• Assist with preparing, validating, and distributing investment-related reports, data, and materials for internal and external stakeholders, including presentations, RFPs, questionnaires, factsheets, and marketing content
• Assist Fund Managers in implementing portfolio changes and rebalancing activities
• Coordinate with Finance, Legal, and Compliance on investment-related matters
• Perform other duties as assigned
Requirements:
• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field
• Zero to one year of investment industry experience; experience in investment data collection and analysis, presentation development, and investment communications preferred
• General knowledge of statistics and investment data
• Strong analytical and problem-solving skills
• Proficiency with Microsoft Excel, PowerPoint, and spreadsheet analysis
• Familiarity with investment research and analytics platforms such as eVestment, FactSet, and Morningstar Direct preferred
• Knowledge of investment management and mutual fund industries
• Applied investment and economic analysis skills
• Strong written and verbal communication skills
• High attention to detail and organizational skills
• Familiarity with data management and reporting tools such as Python, Power BI, and SQL preferred
• Ability to work effectively in a team environment and manage multiple priorities
• Progress toward the CFA designation preferred
• Must not require H1B, STEM, or OPT visa sponsorship
Benefits:
• Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
• Flexible and hybrid work schedules to support work-life balance
• Tuition reimbursement to support continued education
• Professional and career development opportunities, including courses and certifications
• Comprehensive wellness programs promoting physical, mental, and emotional health
• Volunteerism initiatives to encourage community engagement