Portfolio Analyst / Investment Analyst

About the role

We are seeking an Investment Analyst / Portfolio Analyst to join a growing investment team in Danvers, MA. This position will support portfolio construction, investment analysis, data review, and day-to-day portfolio management activities. The ideal candidate is analytical, detail-oriented, and naturally curious. You should be comfortable working with investment data, identifying inconsistencies or unusual results, and digging into the underlying information to understand and resolve issues. This is an excellent opportunity for an investment professional looking to build a long-term career and take on increasing responsibility within a collaborative and growing team.

Responsibilities

• Assist with the construction and maintenance of investment portfolios based on established investment strategies and models.
• Analyze portfolio holdings, allocations, performance, and other investment data.
• Review data and reports to identify discrepancies, outliers, and unusual trends.
• Investigate the underlying causes of data or portfolio issues and work toward appropriate resolutions.
• Support implementation of portfolio changes and investment recommendations.
• Assist with investment reporting, research, and portfolio monitoring.
• Work closely with other members of the investment team to ensure portfolio information is accurate and up to date.
• Maintain and organize investment data and supporting documentation.
• Contribute to process improvements and help develop more efficient approaches to portfolio analysis and reporting.
• Develop a strong understanding of the firm's investment philosophy, systems, and processes.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
• Approximately 2-5 years of experience in investment analysis, portfolio management, asset management, wealth management, investment operations, or a related field.
• Strong analytical and problem-solving skills.
• Advanced proficiency in Microsoft Excel.
• Experience working with investment, portfolio, performance, or financial data.
• Strong attention to detail and ability to identify inconsistencies in data.
• Ability to work independently while collaborating effectively with a small investment team.
• Strong written and verbal communication skills.
• CFA progress or designation is a plus, but not required.