Senior Investments Analyst - AI-Driven Portfolio Analytics

bcbsma; Boston (MA); On-site; USD 95,000 - 116,000; Full time

Benefits offered by this job

Comprehensive benefits

401(k) and retirement savings

Job summary

Blue Cross Blue Shield of Massachusetts is seeking a Senior Investment Analyst to support portfolio oversight across multiple assets. You will assist in performance analytics, manager evaluation, asset allocation research, and risk management, leveraging internal AI tools for efficiency and modeling.

Collaboration with internal and external stakeholders is essential. The role emphasizes data automation, workflow improvement, and robust reporting while aligning with policy and tax teams.

Qualifications

• Proven analytical and problem-solving skills; strong communication.
• Bachelor’s in finance/accounting; MBA/MSF preferred.
• CFA/CAIA designation or progress preferred.

Responsibilities

• Support portfolio management processes including monitoring, trade execution, and compliance tracking.
• Produce monthly reports, dashboards, and IIC materials.
• Develop and maintain financial models and stress-testing framework.

Skills

Analytical skills

Communication

Excel

AI tools

Bloomberg

Education

Bachelor’s degree in finance/accounting

MBA/MSF a plus

Tools

Bloomberg

Clearwater

BNY NEXEN

Job description

Blue Cross Blue Shield of Massachusetts is seeking a Senior Investment Analyst to support portfolio oversight across multiple assets. You will assist in performance analytics, manager evaluation, asset allocation research, and risk management, leveraging internal AI tools for efficiency and modeling.

Collaboration with internal and external stakeholders is essential. The role emphasizes data automation, workflow improvement, and robust reporting while aligning with policy and tax teams.