Investment Analyst

Dedham, Massachusetts (US)
Total compensation package include base salary, bonus, pension plan
Jun 16, 2022
Jul 16, 2022
Industry Sector
Passed CFA Level I
Employment Type
Full Time


  • Manage relationship with Investment Consultant to Coordinate their oversight of investment reporting and performance evaluation systems Act as liaison supporting implementation of management and Investment Committee portfolio strategies Oversee compliance
  • Manage relationships with third-party asset managers; ensuring deadlines and deliverables are met.
  • Responsible for operational onboarding of new strategies and managers
  • Act as Company representative on external manager advisory boards Oversee custody banking relationships Construct and execute investment trades for the internally managed ETF accounts and the N&D® Foundation
  • Prepare Finance Committee materials including post-trade compliance review
  • Coordinate investment-focused interactions with internal and external audit
  • Oversee investment accounting process with Clearwater Analytics to optimize communication and reporting quality
  • Part of team responsible for monthly, quarterly, and annual investment reporting Quarterly & annual production and review of statutory investment schedules.
  • Performs account reconciliations as needed, analyze root-cause issues, troubleshoot problems, and contribute to/lead implementation of continuous improvement.
  • Maintain files and documentation thoroughly and accurately, in accordance with company policy and accepted accounting practices.
  • Perform analytical work and special projects as needed by the Division and Senior Management.
  • Be willing to work cross-functionally to add value across the organization Manage multiple priorities and projects in a fast-paced, changing environment.
  • Perform other projects and tasks as assigned.  



  • 3-5 years of relevant experience Bachelor’s degree in Accounting or Finance or CFA candidate
  • Investment accounting/fund accounting/analysis experience preferred Strong problem-solving skills, documentation skills, research and resolution skills, data analysis and multi-tasking skills
  • Demonstrated ability to work across experience levels in a team environment
  • Proficient Excel and Word skills
  • Effective interpersonal, oral and written communication skills, and ability to tailor communication to technical and non-technical audience.
  • Knowledge of GAAP and statutory principles, insurance company investment compliance preferred.

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