JOB REQUIREMENTS

• Bachelor’s Degree in finance, accounting, or a related field
• Strong interest building a career in Investment Management, working with institutional investment portfolios
• Demonstrated ability to solve problems using logic, creativity, and enthusiasm
• Familiarity with or willingness to learn Excel, coding languages, and other analytical tools
• Must be a self-starter with excellent quantitative and communication skills
• High attention to detail and time management
• Initiative and demonstrated ability to work in an inclusive and collaborative team environment
• Investment management or related industry experience a plus
  Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

ABOUT THE ROLE

The Investment Analyst is an integral part of the Overlay Solutions portfolio management team. The mission of the investment analyst is to develop foundational investment skills and a deep understanding of Parametric’s investment solutions while supporting daily portfolio management. We are looking for a well-rounded, critical thinker who wants to be part of the future of investing. Parametric is looking for candidates that can grow and share in the firm’s future success.
Parametric provides systematic solutions fueled by science and quantitative research, and takes pride in building genuine, long-term partnerships with our clients. We have a unique culture that emphasizes teamwork, problem solving, and the opportunity for one’s voice to be heard. The position requires teamwork and collaboration across multiple departments and an ability to provide exceptional service through timely and accurate work.

PRIMARY RESPONSIBILITIES

• Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Solutions.
• Review various data feeds and activity within client portfolios, acting as the first line of defense to ensure daily reporting accuracy for use within the portfolio management process.
• Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship.
• Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team.
• Responsible for the creation and accuracy of customized reporting and assists in external performance reviews with clients.
• Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience.
• Conduct audits on client accounts across the firm to reduce firm risk and develop professional knowledge.
• Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service.
• Undertake additional professional development such as the CFA program.
• Assume other responsibilities as required.