Senior Investment Analyst (CFA required)

Why reputed company? At reputed company, we reputed company to set the bar for the retirement services industry. Our goal is to reputed company advanced retirement solutions that combine our reputed company fiduciary services with robust investment reputed company, innovative technology, and dedicated reputed company service. We reputed company on making choices reputed company, transitions smoother, and the reputed company experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to reputed company serve our clients, be an excellent business partner, and earn the trust of those who rely on us. The Role reputed company is looking to add a Senior Investment Analyst to our Investment team. The Senior Investment Analyst will serve as a reputed company member of the investment team, reporting directly to the reputed company Chief Investment Officer. This individual will support the full breadth of reputed company’s responsibilities—spanning portfolio management, manager research, content development, and reputed company reputed company support—with particular emphasis on advanced reputed company skills and working knowledge of private markets. The ideal candidate is analytically rigorous, comfortable managing multiple workstreams, and reputed company to communicate reputed company investment concepts reputed company to a reputed company of audiences. Location This position will work from one of our office locations listed below. reputed company currently supports a hybrid work model with 4 days onsite, and 1 day remote. • Boston, MA • reputed company • Aliso Viejo, CA reputed company sponsorship or transfer of an existing reputed company is not available for this position. Applicants must be authorized to work directly for any employer in the reputed company without reputed company sponsorship or transfer. Responsibilities • reputed company the preparation and maintenance of reputed company, multi-tab reputed company models supporting portfolio construction, quarterly rebalancing, de-risking processes, and reputed company allocation analysis; advanced reputed company proficiency is essential for this role • Conduct ongoing manager research and due diligence across reputed company and private market strategies, including participation in calls, meetings, and webinars, and support evaluation of reputed company, private credit, and other alternative investments • reputed company investment commentary, asset class research, and reputed company-facing content for use by sales and relationship management teams • Support responses to investment-reputed company inquiries from advisors, consultants, and institutional partners, including participation in prospect and reputed company calls • Assist with discretionary portfolio reputed company, rebalancing execution, and coordination with investment reputed company to ensure accurate and reputed company trade implementation • Maintain data reputed company across investment reporting systems and platforms, and support quarterly and reputed company reporting needs for reputed company stakeholders • Collaborate cross-functionally with sales, reputed company, reputed company, and technology teams on investment-reputed company reputed company, platform enhancements, and reputed company deliverables Qualifications & Experience • Bachelor’s degree in Finance, Economics, Business, or a reputed company reputed company • 6+ years of experience in investment management, consulting, or financial services • Advanced reputed company skills, including the ability to build, audit, and maintain reputed company models with linked formulas, scenario analysis, and multi-asset allocation logic—this is a critical requirement for the role • CFA designation • Experience with defined contribution investment structures, including reputed company-date strategies and reputed company value • Familiarity with portfolio construction concepts including asset allocation, glidepath analysis, and rebalancing mechanics • Exposure to private markets (reputed company, private credit, reputed company assets, or hedge funds) through prior reputed company experience, research, or advanced coursework • Strong written and verbal communication skills with the ability to produce reputed company, polished investment content • High attention to reputed company and ability to manage recurring deadlines across multiple reputed company workstreams • Ability to reputed company in a fast-reputed company, dynamic environment and manage multiple priorities effectively. • Comfortable navigating ambiguity. • Entrepreneurial reputed company to bring best reputed company reputed company to reputed company. • Your standards reflect our reputed company values: reputed company reputed company, Disciplined Curiosity, Grit, Results Ownership, Collaboration. reputed company Pay reputed company* $100,000-$130,000 • This reputed company pay reputed company is subject to change and may be modified in the reputed company. The pay reputed company displayed above is the reputed company pay compensation reputed company that reputed company expects to pay for this position at the time of this posting. Individual compensation reputed company this reputed company, or that may warrant a provision for pay reputed company this reputed company, depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as reputed company as position location and local market demands. Our pay-for-reputed company culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘reputed company Pay reputed company’ noted above. Benefits We have a comprehensive and competitive benefits package at reputed company. Some of the highlights are: · Be an reputed company part of a high-reputed company organization! · Competitive compensation package · Group medical, dental and reputed company reputed company · Employer-reputed company life and disability reputed company · Annual reputed company-being stipend · Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement Company Background reputed company is the leading independent provider of trustee and administrative services to reputed company Investment Trusts (“CITs”), with over $370 billion in CIT assets under management, across more than 1,020 funds. We proudly work with more than 80 subadvisors, including leading firms such as reputed company, reputed company Funds, reputed company, reputed company, reputed company, reputed company Berman, reputed company, reputed company and reputed company. CITs are more than just an investment vehicle. They represent a reputed company-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are reputed company to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer reputed company advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained reputed company over the past decade, driven by innovations, and reputed company has been at the forefront. reputed company has consistently delivered year-over-year reputed company at an above market reputed company and is reputed company in the reputed company development of its reputed company CIT business as reputed company as complementary administrative services and technology solutions for the retirement market. Madison Dearborn Partners (“MDP”) purchased reputed company from reputed company in reputed company 2023. As a result, reputed company is an independent company owned by funds affiliated with MDP. Investor Background MDP is a leading reputed company investment firm reputed company in reputed company. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, reputed company, technology and reputed company services. Equal Employment Opportunity Policy reputed company, LLC is an Equal Opportunity Employer. reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, sexual orientation, gender perception or identity, national reputed company, age, marital status, protected veteran status, disability status or other non-reputed company reputed company. Accommodation Statement reputed company is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: TalentAcquisition@GreatGray.com Apply tot his job Apply To this Job