Portfolio Data Analyst - Performance & Insights (Hybrid)

GW&K Investment Management, LLC; Boston (MA); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

GW&K Investment Management, LLC in Boston seeks a Performance & Portfolio Data Associate to analyze portfolios, evaluate strategies, and prepare reports. You will work with FactSet, Bloomberg, and Morningstar to classify holdings and present strategy characteristics.

The role supports cross-team projects, enhances reporting, automation, and client engagement. Hybrid Boston office schedule applies, with 4 days in-office and 1 day remote per week.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or related field.
• 1–3 years of relevant experience in investment performance, client reporting, data analysis, or investment related field.
• Proficiency in Microsoft Excel, including complex formulas and charting.
• Experience with investment analytics and data tools such as FactSet, Bloomberg, Morningstar, eVestment, or similar.
• Basic understanding of databases and query tools (SQL or Power BI) preferred.

Responsibilities

• Analyze existing portfolios of prospective clients and compare with GW&K strategies.
• Assemble asset allocation breakdowns and income projections for clients.
• Use Bloomberg, FactSet, and Morningstar to classify holdings by asset class, sector, and size.
• Ensure accuracy of performance data used in marketing materials and external requests (RFPs/RFIs).
• Produce analytical reports using attribution tools for management review.
• Respond to follow-up inquiries from sales and client service promptly.
• Assist with annual GIPS Verification and review GIPS-compliant materials.
• Support Enterprise Data & Analytics Group with special projects and data automation (Seismic).

Skills

Excel proficiency

Investment analytics

Data analysis

Client reporting

SQL

Power BI

Education

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or related field

Tools

FactSet

Bloomberg

Morningstar

eVestment

Eagle

Job description

GW&K Investment Management, LLC in Boston seeks a Performance & Portfolio Data Associate to analyze portfolios, evaluate strategies, and prepare reports. You will work with FactSet, Bloomberg, and Morningstar to classify holdings and present strategy characteristics.

The role supports cross-team projects, enhances reporting, automation, and client engagement. Hybrid Boston office schedule applies, with 4 days in-office and 1 day remote per week.