Portfolio Analyst

The portfolio analyst will support data and reporting needs within the Managed Portfolio Advisors (MPA) and Active Investment Advisors (AIA) divisions of Natixis Global Associates.  The portfolio analyst will work closely with the portfolio management teams to compile and distribute information on MPA and AIA investment strategies, individual portfolios and composites.  The analyst will liaison with external parties to fulfill data requests and requirements for both internal parties (e.g. Natixis marketing, sales, etc.) and external organizations (program sponsors, consultant databases, etc.).  The role will also involve supporting the AIA portfolio managers in monitoring and managing the account base and analyzing incoming client portfolios and helping to develop transition strategies and proposals.  The ideal candidate will work to develop technology and other solutions and implement approaches to streamline the data generation and reporting process.

 

Specific responsibilities include:Assist with compilation, calculation, review, and reporting of performance dataUpdate after-tax performance calculation spreadsheetsMaintain index and blended benchmark returns dataResearch performance issues and outliersMonitor and update accounts for composite inclusion rulesRun quarterly holdings on AIA portfolios and associated analysis for sponsor platformsUpdate quarterly Managed ETF Portfolio hypothetical returnsPrepare data for proposal analysisRun proposals and analyze scenariosRespond to questions regarding proposalsMonitor index changes for index based portfoliosMonitor cash levels for index based portfoliosCoordinate with operations on issues relating to new accounts, reconciliation, and client activityParticipate in testing of systems enhancementsGenerate performance attribution reports and portfolio characteristics reportsAssist in the generation of commentaries on MPA and AIA strategiesWork with the RFP group to complete sections of RFPs requiring input from MPA or AIA

 

RequirementsA bachelor’s degree in economics, engineering, business, or related fieldExperience and comfort with a variety of computer systems and programsSelf starterQuick learnerDetail-orientedIntermediate knowledge of ExcelWorks well in a team and as an individual contributorGood communication skillsPossesses good judgment and decision-making skills

 

Highly desirableStrong math and statistics skillsExpertise with ExcelExperience in investment management or financial servicesExperience in analytic roles