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Investment Analytics Associate

  • Job type: Permanent
  • Location: Boston, Massachusetts
  • Salary: US$100000 - US$200000 per year
  • Job reference: 329361/001_1561643505
  • Sector: Investment Analysts, Selby Jennings
  • Date posted: 27/06/2019

Description:

The Analytics team is responsible for managing, facilitating, and reporting on the results of the attribution process at the Firm. This includes responsibility over the production of attribution, analyzing the results to ensure quality, and dissemination to stakeholders, including the portfolio management, research, business development, and client relationship management teams. This position will play an important role with the CIO and members of the research and portfolio management teams on strategic initiatives to enhance performance. Individuals on the Investment Analytics team must have a sound understanding of the portfolio construction and investment process, usage of derivatives, impact of leverage, how different aspects of the investment process may impact attribution results, and how to select the appropriate benchmark(s) to compute and report out attribution.

Responsibilities:

  • Work with the investment team to address various aspects of the portfolio construction process and the resulting impact on portfolio positions
  • Oversee the attribution and analytics process: Manage production of attribution, including interpreting calculations, reviewing results, and completing necessary checks to ensure high quality reporting.
  • Own additional deliverables, including FactSet, portfolio commentary, and custom reporting.
  • Responsibility over analytics and related analysis: Responsible for understanding the investment process, models, portfolio construction, and how such areas impact and influence the portfolio results.
  • Individuals must be able to understand what necessary analytics should be developed and performed in order to understand, interpret, calculate, and explain the factors / drivers of portfolio results.
  • Knowledge of statistics and regression analysis is critical.
  • Discuss ways to appropriately measure, model, and report attribution.
  • Facilitate initiatives by working with the investment team during strategy sessions, documenting planned actions, working through analyses, leading initiatives with developers / IT team to implement agreed solutions, and presenting results to the investment team.
  • Design workflows and streamline processes: Develop, implement, and oversee procedures.
  • Enhance and automate workflows to improve the attribution function. Design effective hand-offs across teams to collectively improve our process.

Qualifications

  • 6-12 years of relevant experience in portfolio analytics or attribution analysis. (3-6 years also will be considered)
  • Bachelor's degree is a requirement; Mathematics, Statistics, or Finance concentration is preferred, 3.5 + GPA preferred
  • A CFA, CIPM, or CAIA designation is preferred and direct experience in the financial service industry or asset management industry is required.
  • Have knowledge of attribution related software or programs such as Factset, MSCI Barra, or other pertinent systems..
  • Possess strong data management and programming skills.
  • Proficiency working with Quantitative metrics such as Python, SQL, R, and advanced Microsoft Excel.
  • The ability to demonstrate understanding of security and portfolio characteristics to either the CIO, Trading or Research Team
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