About

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Role Description

We are seeking a Sr. Portfolio Analyst who will be responsible for assisting the investment strategy team to provide investment and portfolio research to enhance the investment selection and communication process to advisor teams. This role has exciting growth potential and is a remote opportunity, though ideally candidates will be located on the East Coast or near our office location in Boston.

• Participate in market research
• Update and provide analysis on Market Monitor and Macro Indicators
• Participate in the due diligence process for institutional quality third-party managers
• Attend third-party manager meetings
• Contribute questions and insight on outside managers
• Help draft Due Diligences Reports
• Run quantitative screens and attribution reports
• Understanding of quantitative and systematic investment philosophies
• Conduct quarterly screens for our internally managed, factor-based equity portfolios
• Create annual capital market assumptions for asset allocation discussions
• Help with risk management and model validation
• Integrate with investment team
• Develop and maintain a deep understanding in areas of specialty and a general understanding of all other services provided by the team
• Contribute to team meetings/discussion by sharing insights based on sector expertise
• Seek to understand other aspects of investments to enhance the team’s depth of knowledge
• Assist investment team with special projects as required
• Participation with enthusiasm in one-time special investment related projects
• Partners with Portfolio Consulting
• Communicate and provide thought leadership within the firm around investment and economic topics
• Update Portfolio Descriptions and create periodic portfolio commentaries for distribution to advisor teams
• Create and distribute content and assistance proactively, to increase awareness and usage of WE investment services

Qualifications

• 4-year degree in business, finance, or economics
• 4-7 years’ experience within investments; financial products
• CFA or CAIA advanced designation preferred
• Commitment to high standard of ethical behavior; demonstrates trustworthiness
• Excellent analytical and quantitative skills
• Detail oriented; able to work with deadlines and be flexible
• Professional interactions with department customers
• Excellent oral and written communication skills
• Ability to work as a team member; positive solution-focused attitude

Requirements

• Base salary range is $110,000.00 to $130,000.00, exclusive of bonuses and benefits
• Eligible for an annual corporate bonus

Benefits

• Training and professional development
• Medical, dental and vision coverage (Available to employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)