Sr. Portfolio Analyst (Boston, MA or Fully Remote)
Location: Boston, Massachusetts
Type: Full Time
Finance, Economics, Banking
Req Id: 3462 Job location: Boston, MA, US, 02108
Work Location :
Boston, MA or Fully Remote. To protect the health and safety of our employees, our offices are closed. When our offices reopen, the organization will be moving to a hybrid work model.
Our Commitment to Diversity, Equity, and Inclusion :
At Brighthouse Financial, we're fostering a culture where diverse backgrounds and experiences are celebrated, and different ideas are heard and respected. We believe that by creating an inclusive workplace, we're better able to attract and retain our talent, provide valuable solutions that meet the needs of our advisors and their clients, and deliver on our mission of helping more people achieve financial security.
How This Role Contributes to Brighthouse Financial:
The Senior Portfolio Analyst is responsible for selecting, evaluating, and monitoring external investment managers (subadvisers)who themselves manage actual investment portfolios and/or funds. Key position on the Investment Research and Analysis team for a '40-Act Adviser manager-of-managers group reporting to an outside Funds Board. Position will oversee multiple asset classes and managers, including quantitative multi-asset targeted volatility funds.
Providing investment oversight and evaluation of investment activities in assigned portfolios. Assist in the manager search and selection process.
Provide quantitative, qualitative and peer group analysis along with timely updates of assigned portfolios which include equity, fixed income, multi-asset, and managed volatility options
Supports in the evaluation of investment management firms via due-diligence meetings
Utilize investment-related software to aid in the evaluation of managers and in the formulation of recommendations and analysis
Run and analyze performance attribution analysis for assigned portfolios and document findings in written reports
Support the coordination, preparation, and timely delivery of Board materials
Support sales and service activities for internal wholesalers and third-party intermediaries
Work with investment marketing to ensure prompt and accurate performance and other investment related communications for advisor, consultant, and wholesaler requests
Support the review and proof-reading process of product and trust prospectuses for the November and May update windows, as well as other required financial statements (shareholder reports)
Effectively communicate and promote our investment philosophy to clients, consultants, and internal constituents
Oversee special requests as necessary
Essential Business Experience and Technical Skills:
Bachelor's degree and 6+ years of relevant investment experience
Demonstrable knowledge of various investment managers / fund complexes, products and styles across all asset classes
Mature self-starter and detail-oriented team player with excellent research, communication (written and verbal) and organizational skills
Independent thinker who can formulate and articulate original ideas and efficiently research various investment-related topics
Strong presentation and writing skills
Series 6, 7 or the ability to obtain within 90 days
CFA/CIMA/CAIA or interest towards one.
Proficiency with investment analytics such as Bloomberg, Morningstar Direct, and Lipper as well as the Microsoft Office suite.
Ability to manage multiple work streams simultaneously and under deadline.
MBA or Master's Degree, especially with significant coursework in finance or related discipline a plus.
Expert user of Microsoft Excel. Demonstrated ability to illustrate data visually using appropriate charts, graphs, and tables. VBA experience a plus.
Knowledge of insurance business dynamics, especially within variable annuities, is a plus.
Strong interpersonal skills to collaborate with different stakeholders internally and externally.
Compensation: Base salary ranging from $95,000 to $120,000 plus competitive performance-based incentives determined by company and individual results
Time Off: Minimum of 20 days of paid time off and 13 paid company holidays per full calendar year, plus paid volunteer time
Financial Benefits: 401(k) savings plan with up to a 6% annual match and 3% annual company nondiscretionary contribution of eligible compensation, annual incentive plan, and employee stock purchase plan
Family Focus: Up to 16 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, and adoption and surrogacy assistance
Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with potential company contributions up to $1,000 per family
Wellness Programs: Wellness incentive platform, employee assistance program, financial counseling services, fitness center discounts and more
Life & Disability Benefits: Company-paid basic life insurance and short-term disability