Investment Analyst

Ascensus; Boston (MA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

401(k) match

Medical insurance

Dental insurance

Vision insurance

Paid-Time-Off

Job summary

Ascensus is seeking an Investment Analyst in Boston, MA, to develop and deliver investment oversight programs. The role involves extensive analysis and reporting to the Investment Committee, along with the management of investment data.

The ideal candidate should have a Bachelor's degree and at least 5 years in the financial services industry. Strong analytical and communication skills are a must, along with proficiency in Excel.

The national average salary range for this role is $60K-$120K, excluding bonuses.

Qualifications

• Minimum 5 years of experience in financial services, preferably in an analytical role.
• Strong understanding of portfolio performance analysis.
• Investment Advisor Representative certification or expectation of completion within six months.

Responsibilities

• Create monthly fund performance grids and quarterly scorecards.
• Drive due diligence reviews on investment managers.
• Monitor compliance with Investment Policy Statement requirements.
• Assist with departmental projects and process improvements.

Skills

Analytical skills

Communication skills

Excel proficiency

Time management

Adaptability

Results orientation

Education

Bachelor's degree

Advanced degree (MSF or MBA)

CFA/CIMA/CFP progress

Tools

Excel

PowerPoint

Word

Job description

Section 1: Position Summary

The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i) interpretation and distribution of investment data; (ii) reporting to the Investment Committee (the “Committee”); and (iii) providing analytic support to the Committee. The analyst will participate as a non-voting contributor to the Committee. The role takes a leadership role in preparation of the Committee agenda, creating the analytical content and assuring that action items, as requested by the Committee members, are addressed and completed in a timely fashion. The role also monitors performance and completeness of investment managers in offerings in support of the investment committee.

Section 2: Job Functions, Essential Duties and Responsibilities

• Perform monthly fund performance grid creation and quarterly scorecard analysis.
• Coordinate and drive due diligence reviews on investment managers in the various offerings.
• Understand fund attribution, strategy changes and any management changes for offerings.
• Perform benchmark analysis and style analysis on plans to ensure optimal diversification in portfolios.
• Monitor industry fee levels, including fee levels on underlying funds and eligibility for breakpoint pricing.
• Ensure compliance with all Investment Policy Statement requirements.
• Ensure that investment manager is providing appropriate rationale for fund inclusion and any potential changes.
• Take active role in departmental projects, including process improvements, designing policies and procedures and implementing new analysis capabilities.
• Assist with other tasks and projects as assigned.
• Responsible for protecting, securing, and properly handling all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

Supervision

• N/A

Section 3: Experience, Skills, Knowledge Requirements

• Bachelor’s degree required; advanced degrees including MSF or MBA a plus; progress toward a professional designation (CFA/CIMA/CFP) a plus.
• A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management.
• Investment Advisor Representative (Series 65/66) or expectation of completion within six months of hire.
• Experience with analysis and support of 3(38) offerings preferred.
• Excellent communication skills with the expectation that the role will evolve into responsibilities including chairing an investment committee, speaking with clients or managing internal projects.
• Must be able to work independently, meet shifting deadlines, and thrive with minimal supervision.
• Easily adaptable and at an advanced level with Excel, PowerPoint, and Word.
• Solid understanding of portfolio performance analysis, calculations, and the ability to articulate investment information.
• Strong work ethic within a flexible working environment.
• Excellent verbal and written communication skills.
• Must be results oriented with the ability to move fast to meet client needs.

National average salary range for this role is $60‑$120K in base pay, exclusive of any bonuses and benefits. Other rewards and benefits include 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.

We are proud to be an Equal Opportunity Employer.