Equity Analyst – Junior Portfolio Manager

Location
Farmington, Connecticut (US)
Salary
Compensation Depends on Experience
Posted
Mar 17, 2021
Closes
May 16, 2021
Industry Sector
Asset Management, Insurance
Employment Type
Full Time
Education
Bachelors

About Us

New England Asset Management, Inc. (NEAM) provides asset management services primarily to the insurance industry. With assets under management in excess of $75 billion*, NEAM has developed a comprehensive scope of services, including asset management, enterprise capital strategy (ECS) services, a capital and risk analytics (CARA®) platform and investment accounting and reporting services.

NEAM is a wholly owned subsidiary of General Re Corporation, which is a subsidiary of Berkshire Hathaway Inc. NEAM has developed proprietary decision-making tools and specialized services enabling the delivery of asset and capital management solutions to clients within the context of evolving regulatory, accounting and tax issues faced by insurance companies today.**

The firm’s culture is team oriented, collaborative, transparent, and intellectually curious.

We currently offer an excellent opportunity for an Equity Analyst - Junior Portfolio Manager in our NEAM office located in Farmington, CT.

*Represents unaffiliated insurance company asset management clients as of 12/31/20 for both NEAM, Inc. and its affiliate, the majority of which are managed by NEAM, Inc.

**NEAM does not offer tax/legal advice.

Position Description

The Equity Analyst position would primarily be responsible for analyzing companies at the request of NEAM’s Equity Portfolio Manager and/or the firm’s CIO. It is envisioned that this position would ultimately evolve into a Junior Portfolio Management role, which would involve presenting investment ideas as well as results to both internal constituencies and to clients.

 

 

Qualifications, Education, Experience

We are currently seeking an individual with experience in financial analysis, focusing on companies in a wide array of industries. The individual must have excellent analytic skills and may be required to perform an analysis of a company we select in order to demonstrate those skills. The ideal individual would have a strong knowledge of Excel and other MS Office software, working knowledge of Bloomberg’s “PORT” portfolio management system, familiarity with the Charles River Trading and Compliance system, and excellent communication skills - both written and verbal.

In addition to the skills noted above, job requirements include:

  • A bachelor’s degree in accounting/finance and 1-3 years of experience in the field
  • MBA/CFA preferred, but not required

 

 

 Contact: Please submit your resume to: vin.delucia@neamgroup.com and michele.matzinger@neamgroup.com

Please include “Equity Analyst” in the subject line of email response.

It is the continuing policy of New England Asset Management to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, sex (including childbirth or related medical conditions), religion, national origin or ancestry, age, past or present disability, marital status, liability for service in the armed forces, veteran status, citizenship, sexual orientation, gender identity, or any other characteristic protected by the applicable law. In addition, New England Asset Management, Inc. provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act.

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