Investment Analyst

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

Benefits offered by this job

401(k) match

Medical, dental, vision insurance

Paid time off

Additional reward programs

Job summary

Ascensus is seeking an Investment Analyst based in Newton, MA. The analyst will develop and manage an oversight program for investment data, reporting to the Investment Committee, and participating in various analytical functions.

The ideal candidate should have a Bachelor’s degree, at least 5 years in financial services, and excellent communication skills. Strong analytical skills and proficiency in Excel are necessary. Benefits include competitive pay and plenty of perks.

Qualifications

• Minimum of 5 years of experience in the financial services industry.
• Investment Advisor Representative (Series65/66) or expectation of completion within six months.
• Experience with analysis and support of 3(38) offerings preferred.

Responsibilities

• Perform monthly fund performance grid creation.
• Coordinate due diligence reviews on investment managers.
• Ensure compliance with Investment Policy Statement requirements.

Skills

Analytical skills

Communication skills

Excel proficiency

Understanding of portfolio performance analysis

Time management

Education

Bachelor’s degree

Advanced degrees (MSF or MBA)

Progress towards CFA/CIMA/CFP

Tools

Excel

PowerPoint

Word

Job description

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; 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 analyst also monitors performance and completeness of investment managers in offerings in support of the investment committee.

Key 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 an 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.

Core Values

At Ascensus we are guided by our core values: People Matter, Quality First, and Integrity Always. These values inspire us to prioritize a respectful environment for those we serve and for one another, and they should be visible in our day‑to‑day actions.

Qualifications

• Bachelor’s degree required; advanced degrees (MSF or MBA) a plus; progress toward a professional designation (CFA/CIMA/CFP) a plus.
• 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 (Series65/66) or expectation of completion within six months of hire.
• Experience with analysis and support of 3(38) offerings preferred.
• Excellent communication skills; role will evolve into chairing an investment committee, speaking with clients, and managing internal projects.
• Ability to work independently, meet shifting deadlines, and thrive with minimal supervision.
• Easily adaptable and advanced proficiency with Excel, PowerPoint, and Word.
• Solid understanding of portfolio performance analysis, calculations, and ability to articulate investment information.
• Strong work ethic within a flexible working environment.
• Results‑oriented with the ability to move quickly to meet client needs.

Compensation & Benefits

National average salary range: $60,000–$120,000 base pay, exclusive of bonuses and benefits. Benefits include 401(k) match, medical, dental, vision, paid time off, and additional reward programs.

Equal Opportunity Employer

We are an Equal Opportunity Employer.