Due Diligence Analyst Due Diligence Analyst …

Boston Private Bank Trust Company
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Boston Private Bank Trust Company
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Due Diligence Analyst
Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Returning Candidate? Due Diligence Analyst Job Locations US-MA-Boston Posted Date 2 days ago(6/18/2020 3:28 PM) Job ID 2019-2243 # of Openings 1 Category Investment Advisor Overview

The Due Diligence Analyst will support the manager search, selection and due diligence effort, particularly as it relates to the gathering of information and the organization of materials necessary for this effort.

  • Support Managing Director on all facets of the external manager search, selection, and due diligence effort
  • Attend manager meetings and conference calls and document as appropriate
  • Coordinate monthly and quarterly data collection for current and prospective investments
  • Assist with scheduling and facilitating meetings and conference calls
  • Organize materials for meetings; document follow-up items
  • Maintain and update investment manager databases and reports
  • Produce manager related marketing materials
  • Work with managing director to identify new manager opportunities
  • Assist with portfolio analysis related to external managers for prospects/clients
  • Assist with ad hoc projects as assigned
  • Bachelor’s degree preferred; or equivalent experience
  • 1-5 years of relevant experience within financial services
  • Factset experience ideal
  • Understanding of investment principles and terminology
  • Display aptitude for investment research and analysis
  • Strong computer skills and experience with software products such as Microsoft Office
  • Demonstrated time-management and multi-tasking skills
  • Proven client service ability exemplified by strong interpersonal and organizational skills

Boston Private is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

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