Portfolio Analyst


Portfolio Analyst


JOB DESCRIPTION

The Portfolio Analyst works out of the Boston office supporting the Portfolio Management team in the implementation of investment strategies within an assigned group of client portfolios. The role spans a broad spectrum of portfolio management and technical tasks but focuses on “touching the portfolios” and communicating issues to the Investment Team. The PA monitors client portfolios daily and facilitates responses to client requests. The PA is the point of contact for preparation of periodic and ad hoc client reporting packages and other analyses.

JOB DESCRIPTION

The Portfolio Analyst works out of the Boston office supporting the Portfolio Management team in the implementation of investment strategies within an assigned group of client portfolios. The role spans a broad spectrum of portfolio management and technical tasks but focuses on “touching the portfolios” and communicating issues to the Investment Team. The PA monitors client portfolios daily and facilitates responses to client requests. The PA is the point of contact for preparation of periodic and ad hoc client reporting packages and other analyses.

PRIMARY FUNCTIONS

  • Prepare client-facing communications, including periodic reporting packages via Addepar
  • Configure and maintain Family Office portfolio models
  • Build customized financial models in MSExcel for analysis of various client situations
  • Execute trades in equities, fixed income, mutual funds, and derivatives as directed by senior management
  • Ensure timely post-trade and periodic reconciliation of portfolio management models
  • Update Portfolio Management models monthly and quarterly, as well as pre- and post-trade
  • Responsible for client portfolio data quality and integrity
  • Assist with investment research diligence as needed
  • Additional portfolio research requests from Portfolio Management and Client Advisory teams on ad hoc basis upon request

PRIMARY FUNCTIONS

  • Prepare client-facing communications, including periodic reporting packages via Addepar
  • Configure and maintain Family Office portfolio models
  • Build customized financial models in MSExcel for analysis of various client situations
  • Execute trades in equities, fixed income, mutual funds, and derivatives as directed by senior management
  • Ensure timely post-trade and periodic reconciliation of portfolio management models
  • Update Portfolio Management models monthly and quarterly, as well as pre- and post-trade
  • Responsible for client portfolio data quality and integrity
  • Assist with investment research diligence as needed
  • Additional portfolio research requests from Portfolio Management and Client Advisory teams on ad hoc basis upon request

REQUIREMENTS

  • Undergraduate coursework in accounting, finance, statistics, computer science, economics or mathematics
  • 2-4 years of related investing experience
  • Solid understanding of portfolio theory and accounting
  • High proficiency with MSExcel
  • Deep interest in investing and the financial markets
  • Strong work ethic, pride of ownership and flexible work schedule
  • Detail oriented, good communication skills and a collaborative personality
  • Strong sense of integrity
  • Participation and progress in CFA Program is strongly encouraged
  • Firm grasp of Addepar or Advent Portfolio Exchange (APX) is strongly preferred
  • Familiarity with Bloomberg is a plus a but not required

REQUIREMENTS

  • Undergraduate coursework in accounting, finance, statistics, computer science, economics or mathematics
  • 2-4 years of related investing experience
  • Solid understanding of portfolio theory and accounting
  • High proficiency with MSExcel
  • Deep interest in investing and the financial markets
  • Strong work ethic, pride of ownership and flexible work schedule
  • Detail oriented, good communication skills and a collaborative personality
  • Strong sense of integrity
  • Participation and progress in CFA Program is strongly encouraged
  • Firm grasp of Addepar or Advent Portfolio Exchange (APX) is strongly preferred
  • Familiarity with Bloomberg is a plus a but not required

INQUIRES

If you are interested in joining our team, please send your resume to careers@twinfocuscapital.com.

INQUIRIES

If you are interested in joining our team, please send your resume to careers@twinfocuscapital.com.