Portfolio Analyst

Lazard Asset Management; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Lazard Asset Management in New York seeks a motivated Portfolio Analyst to support client servicing and development of relationships, including creating marketing materials like portfolio commentaries, pitch decks and quarterly letters.

You will collaborate with leadership, sales, marketing, legal and compliance to manage multiple projects and deliver data-driven presentations using PowerPoint and Excel; CFA designation and Python/SQL skills are a plus.

Qualifications

• 1–3 years of experience around investment teams.
• Demonstrated passion for financial markets and ability to build data-driven presentations.
• Experience with portfolio analytics and client-facing materials is a plus.
• Strong written and verbal communication and cross-functional collaboration.
• Ability to manage multiple projects with attention to detail.

Responsibilities

• Develop and maintain accurate new business and client servicing materials (portfolio commentaries, pitch decks, quarterly letters).
• Assist with ad-hoc portfolio team requests, RFPs, DDQs, and RFIs.
• Liaise with leadership, sales, marketing, legal, compliance to communicate, complete and manage projects.
• Learn to anticipate needs of the team and clients.
• Assist with client commentaries and requests.
• Attend team meetings to understand markets and performance drivers.

Skills

PowerPoint

Excel

Data analysis

Portfolio analytics

Python

SQL

VBA

Communication

Project management

Education

CFA designation

Tools

FactSet

Job description

Job Description

Lazard is one of the world’s preeminent financial advisory and asset management firms.

Job Description

Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborativecommunity of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight.

Many of the world’s leading investors — from individuals to institutions across the globe — have entrusted Lazard Asset Management. We pride ourselves on uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future — whether it’s for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable.

The Lazard Emerging Markets Equity team is seeking a highly motivated, detail-oriented Portfolio Analyst to help support the servicing and development of both new and existing client relationships. The individual will primarily assist with the preparation of marketing materials including client and new business presentations.

We’ll Trust You To

• Work independently and in conjunction with senior team members to develop and maintain accurate new business and client servicing materials, including portfolio commentaries, pitch decks and quarterly letters from the manager.
• Assist with ad-hoc portfolio team requests as well as with RFPs/DDQs/RFIs.
• Liaise with leadership, sales, marketing, legal, compliance, and other internal functions to effectively communicate, complete and manage multiple dynamic projects.
• Learn and adapt to anticipate needs of our team and clients.
• Assist with commentaries and other client requests.
• Attend team meetings to understand markets, our investment ideas, and performance drivers.

You’ll Need To Have

• 1-3 years of experience working in and around investment teams.
• Demonstrated passion for and understanding financial markets.
• Advanced PowerPoint and Excel experience, and experience building data-driven presentations for internal and external audiences.
• Knowledge of Emerging Markets and an understanding of the strategies we manage is a plus.
• Familiarity with Portfolio Analytics (such as attribution and/or risk analytics) and Factset.
• Excellent written and interpersonal skills (responsive, inquisitive) as well as decision-making and analytical abilities.
• A can‑do attitude, strong work ethic, and intellectual curiosity.
• Exceptional communication skills and ability to collaborate across mediums and geographies seamlessly.
• Strong project management skills and a demonstrated ability to manage multiple projects simultaneously.
• CFA designation and data analysis skills, such as Python, VBA, SQL a plus.

What We Offer

We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions and will continue to invest in the development of your career.

We expect the base salary range for this role to be approximately $90,000-$120,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Asset Management’s compensation package, which also includes comprehensive benefits and may include incentive compensation.

Representation at Lazard

Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.

Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.