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Investment Performance Analyst
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- Welch & Forbes is a leading asset management firm in Boston offering customized investment and private wealth management services to high net worth individuals and foundations.
- We are seeking an individual who can support the portfolio management team with a range of business activities, with an emphasis on investment performance measurement.
- This individual will oversee the firm’s performance measurement and reporting (currently via Black Diamond) and also support Portfolio Managers in Investment Management activities including: client reporting, portfolio trade creation and execution, proposal generation, and other duties as required.
- Hands on support, knowledge, and utilization of a variety of investment system applications including: performance measurement system (Black Diamond), investment analytics and other related investment applications (FactSet and Bloomberg).
- Environmental Social Governance (ESG) investment strategy (data analytics) support
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