Investment Reporting Analyst

Investment Reporting Analyst
in Boston, Massachusetts 02109 - US

Job Description

Investment Reporting Analyst

 

The Investment Reporting Analyst will be responsible for product reporting produced out of our Boston office.  Specifically, the analyst will be responsible for maintaining and producing standard product-related marketing and client materials as well as customized client reporting for an assigned suite of products. The Investment Reporting Team broadly will be expected to develop expertise in the approaches they cover and are expected to understand the portfolio’s outlook, process, positioning, strategy, and the current market environment. The team will be closely aligned with the Investment Product teams and serve as internal subject matter expert to the department and Relationship Management broadly.

 

Responsibilities

-Orchestrating product-related client materials such as customized client presentations, and

client letters on a quarterly and monthly basis depending on the deliverables

-Acquiring a working knowledge of an asset class or group of products

-Assisting in ongoing team projects

-Providing ideas to further polish and enhance our approach to producing client/prospect

communications, as well as drafting product guides to facilitate

customization efforts

-Interacting with many other departments within the firm to support the firm, service its

clients, and win new business in accordance with the Marketing Information Guidelines

 

Qualifications

- Bachelor's Degree

- 3 years' experience in investment industry

- Financial pedigree Masters/CFA, or progress toward, is preferred

- Industrious work ethic and high degree of interest in investments and capital markets

- Experience with Excel, Bloomberg, and FactSet is preferred

 

 

If you'd like to apply, please submit a resume for consideration to: tsimpson@psgstaffing.com

 

We are an equal opportunity employer and consider qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.

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