Portfolio Analyst

Seattle, Washington State
Full Time Opportunity + Benefits
Jun 27, 2018
Jul 27, 2018
Industry Sector
Asset Management
Employment Type
Full Time


  Primary Responsibilities

  • Generate tax-efficient transition analyses for prospective clients using Parametric’s optimization software and effectively explain the portfolio optimization process and resulting output.
  • Prepare ad hoc analysis for prospects and clients, including portfolio risk decompositions, index blend backtests, and other analytical sales proposals.
  • Perform detailed review of client deliverables.
  • Ensure timely and accurate delivery of all requests.
  • Participate in process improvement and technology development efforts
  • Develop a specialized knowledge of all relevant Parametric products.
  • Uphold department reputation through professionalism, accuracy, responsiveness and commitment to client service.
  • Develop a full working knowledge of the firm's structure, key personnel and organizational policies and procedures, in addition to a functional knowledge of a professional services environment.
  • Assume other responsibilities as required.

Job Requirements

  • 4-year degree, preferably in related discipline such as economics or finance.
  • 2-4 years of industry experience.
  • Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred
  • Strong math/quantitative skills and analytical writing ability. 
  • Proficient in Excel including using V-Lookup and PivotTables. 
  • Working knowledge of statistics and familiarity with the principles of portfolio management and portfolio optimization.
  • Possess excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload.
  • Ability to successfully manage and coordinate simultaneous multiple-level projects and tasks with internal departments.
  • High attention to detail and strong sense of urgency.
  • Must possess a high level of initiative and have a demonstrated ability to work in a team environment.
  • Familiarity with Factset, Bloomberg and other analysis tools is a plus.
  • Proficiency in macro writing is a plus.