Sr Trading Specialist/Investment Analyst

Company: Fanning Personnel
Location: Boston
Posted on: November 13, 2024

Job Description:

Sr Trading Specialist/Investment AnalystJob Code: 7079Job Category: Investment OperationsJob Type: PermanentJob Location:Date Posted: Apr 18 2023Expires On: May 31 2023Responsibilities:

• Assist in due-diligence, research, and ongoing monitoring related to both current and prospective investment managers. The Associate's primary area of focus will be traditional liquid strategy, but assignments will range across all asset classes.
• Attend current and prospective manager meetings.
• Assist in the production of manager recommendations for the firm's investment committee.
• Create and update periodic manager reports and overviews.
• Help maintain portfolio transparency data and look-through aggregation reports.
• Assist with the production of white papers and thought pieces on a variety of investment topics.
• Develop an understanding of performance attribution, and work with the client service team to apply that knowledge and ensure client reports are accurate and up-to-date.
• Work in conjunction with the Investment Team on transition plans and asset allocation plans for clients and prospects.
• Assist in the production of presentations for client and prospect meetings.
• Complete analytical projects related to platform portfolio investments as needed.
• Complete ad hoc projects as needed.Qualifications:
• Bachelor's degree. Strong undergraduate performance with a quantitative or business major preferred.
• 2-4 years of previous relevant work experience, preferably in an investment consulting role or investment setting such as an institution or family office.
• Strong writing skills are required.
• Candidate must be able to think creatively and analytically.
• Candidate must be a self-starter who is able to work independently.
• Strong Excel and PowerPoint skills, attention to detail, and ability to multitask and prioritize required.
• Familiarity with Bloomberg, eVestment or Addepar, Wealthscape, would be a plus.
• Must be licensed, Series 6 or 7, or CFA progression.Required Years of Experience: 3
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Keywords: Fanning Personnel, Portland , Sr Trading Specialist/Investment Analyst, Accounting, Auditing , Boston, Maine