Senior Portfolio Analyst – Muni Team Senior Portfolio Analyst – Muni Team …

Insight Investment Management Limited
in Boston, MA, United States
Permanent, Full time
Last application, 17 Sep 21
95,000
Insight Investment Management Limited
in Boston, MA, United States
Permanent, Full time
Last application, 17 Sep 21
95,000
Posted by:
Jalpa Chandarana • Recruiter
Posted by:
Jalpa Chandarana
Recruiter

Company Overview:

Insight is a global asset manager, responsible for $1,028.7bn in assets under management (as of December 31, 2020) across pension risk management and liability-driven investment (LDI), fixed income and strategic liquidity solutions. Our clients include pension funds, corporates, public sector clients, insurers, sovereign wealth funds, supra-nationals, wealth managers, endowments and foundations, multi-employer plans and financial institutions. Insight leverages a global network of operations in the US, UK, Ireland, Germany, Japan and Australia.

At the heart of our investment philosophy, is a desire to offer clients innovative yet practical solutions. To achieve this, we combine expertise, strength and depth of knowledge with innovation across a broad range of asset classes and the risk/return spectrum to offer our clients complete flexibility; an essential tool in delivering tailored client solutions. A team-oriented approach is the lynchpin of our business and means that we can draw on the in-house expertise of high calibre professionals at any time. Our investment professionals are specialists in their field meaning we have the right people doing the right jobs for our clients.

In February 2021, as a result of discussion and agreement with Insight, BNY Mellon announced that four US specialised fixed income investment teams within affiliate Mellon Investments are to move to Insight Investment. Based in Boston and San Francisco, the Efficient Beta, Municipal Bond, Stable Value and Taxable Fixed Income teams will become part of Insight's US investment platform and business, bringing with them client relationships and assets.

Division Description:

The Senior Portfolio Analyst is responsible for assisting PM's in more complex aspects of the management of portfolios, both domestic and international. The Senior Portfolio Analyst will work closely with the Portfolio Managers to calculate the effect of any strategy changes on the portfolio and analyse the suitability of the transaction. He/she may conduct research.

The Senior Portfolio Analyst will prepare trades and monitor clearing compliance notifications. He/She will be in charge of investment reporting and analytics for their assigned investment teams and will support the marketing and client service teams with data requests. Responsibilities may also include interpreting performance attribution, tracking error reports and generating other portfolio analytics.

Position Description:

Role Accountabilities:

  • Prepare trades and monitor and clear compliance notifications.
  • •Assist PM's in more complex aspects of the management of portfolios, both domestic and international, along with researching of potential business profitability.
  • Calculate the effect of any strategy changes on the portfolio and analyse the suitability of the transaction.
  • Report and analyse investments for assigned investment teams, and support the marketing and client service teams with data requests.
  • Interpret performance attribution, and track error reports in order to generate other portfolio analytics

Purpose of Role:

The Portfolio Analysts are responsible for implementing portfolio trades as directed by the investment teams. Portfolio Managers drive the investment approach and make investment decisions of assets, applying an investment strategy and leveraging a specific type of security

Knowledge, Skills and Behaviours required:

• Bachelor’s degree or the equivalent combination of education and experience is required. MBA and/or CFA preferred.

• 3-5 years prior financial/investment experience.

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