Portfolio Solutions Analyst

Greenwich, CT





  • Provide support to senior members of the Portfolio Solutions Group, whose objective is to deepen relationships with investors through value-added analysis and thought leadership.
  • Develop strong firm product and asset class knowledge and demonstrate interest in the field.
  • Liaise with other members of the firm to update marketing materials and leverage the firm’s intellectual capital.
  • Interact with portfolio managers to help create and maintain up-to-date, high quality presentation materials.
  • Act as a point of contact for existing institutional investors and be responsible for marshaling the full resources of the firm to coordinate responses to all investor inquiries.
  • Coordinate and participate in client meetings and conference calls with investors.






  • A Bachelor’s degree in Economics, Finance, Business or a Science, Quantitative, or Engineering Program
  • Liberal arts graduates with appropriate work experience will also be considered.
  • 1-2 years of relevant post-undergraduate experience at an investment management or asset management firm is preferred.




Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 5/8/2018
Salary $65,000- $85,000 + Bonus

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