Investment Analyst - Parametric
Core
Develop foundational investment skills and support daily portfolio management for Overlay Solutions using proprietary software and data feeds.
Role type
Junior investment analyst (quantitative/operational)
Builds
Customized daily reports, client research projects, and performance reviews for institutional portfolios
Domain
Asset management / Quantitative finance
Required skills
Quantitative analysis, Excel proficiency, Data feed review, Reporting accuracy, Client relationship support, Audit execution
Preferred skills
Investment management experience, Coding languages, CFA program enrollment
Technologies
Proprietary investment management software, Excel, Coding languages