711 MS Smith Barney, LLC Verified 20d ago
Investment Analyst - Parametric
Westport CT 518All locationsWestport CT 518NY - 2000 Westchester Ave Remote
$60,000–$90,000 a yearPay$60,000–$90,000
TypeFull-time
Work settingRemote
Verified listing
JobFig found this opening at its original source and checks that it remains available.
About the role
Support the Investment Strategy team in the management, analysis, and client servicing of equity options and derivatives strategies. Responsibilities include preparing portfolio and market analysis, supporting client communications, and assisting with the development of strategy-related materials and reporting. The role works closely with investment strategists, portfolio managers, and internal partners to support the growth and retention of client assets.
What you'll bring
- Bachelor’s degree or equivalent work experience.
- 1+ years of relevant experience in financial services.
- Excellent communication, interpersonal, and presentation skills.
- Demonstrated problem-solving, analytical, and quantitative skills with a high attention to detail.
- Highly organized with the ability to manage multiple tasks and priorities.
- Ability to work independently and collaboratively in a team environment.
- Proficiency in Microsoft Office (Excel, PowerPoint, Outlook) and the ability to learn additional software platforms.
- Interest in exploring and responsibly leveraging artificial intelligence and other emerging technologies to improve efficiency, analysis, communication, and team workflows.
- Parametric believes each member of our organization makes a significant contribution to our success.
- That contribution should not be limited by the assigned responsibilities.
- Therefore, this job description is designed to outline primary duties and qualifications.
- It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
Benefits
401(k)Disability InsuranceHealth Savings Account (HSA)Life InsurancePaid HolidaysPaid Time OffParental Leave
Locations
Westport CT 518NY - 2000 Westchester Ave