Investment Analyst & Committee Analytics Lead
Ascensus
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Benefits offered by this job
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
Education
Tools
Job description
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.
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