Analyst

Location
Wellesley, Massachusetts
Salary
Competitive compensation and benefit package
Posted
May 31, 2019
Closes
Jun 30, 2019
Job Function
Performance Analysis
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Analyst

Wellesley Asset Management is a rapidly growing registered investment advisory which specializes in convertible bond management.  The firm was founded in 1991.  Based just outside of Boston in scenic Wellesley, Massachusetts, the firm manages over $2 billion in diversified fixed income and alternative portfolios for high-net worth individuals, institutions, pensions, family offices, investment advisors, and other professionals.  The firm manages assets through SMAs, 40-act mutual funds and a private fund. 

In 2019, Barron’s named Greg Miller, CEO of Wellesley Asset Management, the number one financial advisor in Massachusetts for the fifth consecutive year in its ranking of the Top 1,200 financial advisors.  Greg Miller was also rated the 2nd highest Independent Financial Advisor by Barron’s in the USA in its latest rankings.  The firm has been named a top 100 Women-Led Business in Massachusetts by the Commonwealth Institute and the Boston Globe for the past seven years.

 About the Job:

We are seeking an analyst to support the firm’s investment, marketing, and sales efforts.  We are looking for candidates with a passion for markets and a curiosity to learn.  The analyst will have a dynamic role working closely with the firm’s investment team, investment advisors and compliance.  This position will be responsible for:

  • Assisting in portfolio performance reporting, updating databases and marketing materials, and filling out requests for proposals
  • Helping find and analyze new convertible bonds and alternative products
  • Writing market commentary and fund newsletters
  • Providing analysis of portfolio risk and statistics
  • Providing ad-hoc comparison analyses to various benchmarks and competitors

Desired Skills and Experience:

  • Must have the CFA designation
  • Excellent writing skills
  • Strong analytic skills
  • Advanced user of MS Office, particularly Excel and PowerPoint
  • Previous experience with convertibles a plus
  • Previous knowledge of Morningstar Direct is a plus
  • Ability to work independently and as part of a team
  • Strong organizational skills with the ability to work with shifting priorities and deadlines

We offer:

  • A competitive compensation and benefit package
  • A satisfying career in a team-oriented, dynamic, professional work environment convenient alternative to commuting into Boston

Please send resume and salary requirements in confidence to: Michael Miller, CIO at: mmiller@wia.cc

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