Portfolio/Due Diligence Analyst

About Fieldpoint Private

Headquartered in Greenwich, Connecticut, Fieldpoint Private (www.fieldpointprivate.com) is a boutique financial firm providing the highest degree of personalized, confidential wealth planning and private banking services. Catering to highly successful individuals, families, businesses and institutions, Fieldpoint Private offers a powerful combination of wealth management and strategy, family office, private banking and business banking services addressing every financial need for each of its clients including: wealth transfer advice, tax planning, aggregation and performance reporting, risk management, goals-based investing strategies, sophisticated investment selection, discreet and personalized banking, highly customized credit solutions, custom custody and trust solutions, highly attentive/responsive service and concierge services. Fieldpoint Private was established in 2008 by 31 Founders with a specific vision and purpose. These extraordinary leaders of industry and community recognized the opportunity to create a financial firm totally attuned to people’s individual circumstances. Fieldpoint is built on a philosophy of exclusive Membership and client-centricity. Working with a limited number of relationships gives every person the experience of belonging to an extremely selective group. The result is a new breed of institution established on the basis of personalization, responsiveness, and exclusivity, and an ensured commitment to impeccable service and consistently flawless execution. Fieldpoint’s service approach offers a unique client experience custom crafted to each client’s financial needs.

Position Overview

The Portfolio Analyst is responsible for researching and selecting long-only investment strategies across various asset categories (equity, fixed income, and inflation hedge) and investment vehicle types (separately managed accounts, mutual funds, and exchange-traded funds) and giving specialist guidance and advice to the business.  The job holder will collaborate with team members of the CIO Organization to monitor and maintain the investment platform including the Focus List and related research collateral.  The Portfolio Analyst engages with advisor teams to help construct and deliver client investment proposals utilizing the firm’s asset allocation, manager research, and risk analytics.  The job holder must be intellectually curious, performance-driven, and committed to producing and communicating high-quality and detail-oriented work product on a time-sensitive basis.  The position reports to the Head of Manager Strategy and Research.  

Responsibilities

• Collaborate with the CIO Organization and the Advisor teams  
• Utilize the firm’s quantitative research tools and employ traditional qualitative research techniques to conduct third party, long-only manager research across various asset categories, e.g. equity, fixed income, and inflation hedge 
• Generate creative and original written manager research
• Provide ongoing due diligence including performance updates, feedback from industry sources and references, detailed review of pitch-books, factsheets, DDQ and ADV reports
• Present periodically to Advisors at internal investment review meetings
• Partner with Advisor teams and use the firm’s platform solutions to generate investment portfolio proposals; proposal construction should reflect the firm’s philosophy and asset allocation and manager due diligence processes

​Qualifications

• Bachelor’s degree; CFA Charterholder or CFA candidate is a plus
• 4-7 years of manager research experience from a recognized wealth advisory firm, family office, or bank preferred
• Quantifiable track record at identifying and hiring long-only managers with a successful investment culture and track record who are credible and can execute on what they claim
• Knowledge of quantitative and qualitative research methods for screening investments
• Critical thinker with problem solving skills; must have the ability to summarize large amounts of information into actionable investment ideas
• Superior organizational skills with the ability to sift through and study large flows of investment information and track multiple managers/investment strategies
• Agility, the ability to pivot and provide timely delivery on a variety of research projects
• Excellent research writing skills
• Ability to thrive in a team environment, as well as individually, as necessary