Job Overview
The Investment Analytics team is responsible for overseeing and producing analytics to support the investment process. This includes producing attribution, analyzing the results to ensure quality, and disseminating the results to stakeholders, including the portfolio management, research, business development, and the client relationship management team. This team is also responsible for calculating, analyzing, and generating additional analytics to explain the results of Arrowstreet’s portfolio construction and investment processes.
The team also oversees investment content. Members of this team will coordinate, draft, and respond to inquiries, questionnaires, and RFPs, and will be responsible for commentaries. This team acts as the repository of investment responses, client notes, and white papers as it relates to all elements of Arrowstreet’s investment process.
The Investment Analytics team reports to the CIO. As a member on the team, you will play an important role working with the broader investment team, including the CIO, as well as members of the research and portfolio management teams, on strategic initiatives to implement and enhance the attribution and investment analytics process. You will be able to work on various high impact projects that span across multiple teams.
Responsibilities
- Oversee the attribution process: Manage production of attribution, including interpreting calculations, reviewing results, completing necessary checks to ensure high quality reporting, and disseminating. Own additional attribution related deliverables, portfolio commentary, and custom reporting.
- Produce portfolio analytics: Develop analytics and diagnostics to help external-facing investment professionals monitor portfolios, identify and explain portfolio exposures and drivers of portfolio results. These analytics are used both internally by other investment teams, or externally to help our clients understand our investment process
- Design workflows and streamline processes: Develop, implement, and oversee procedures. Enhance and automate workflows to improve the attribution function. Design effective hand-offs across teams to collectively improve our process.
- Implement new initiatives: Work with the investment team to address various aspects of the portfolio construction process and the resulting impact on portfolio positions. Discuss ways to improve measurement and reporting of attribution analyses. Facilitate initiatives identified during strategy sessions, documenting planned actions, working through analyses, leading initiatives with developers / IT team to implement agreed upon solutions, and presenting results.
Qualifications
- Bachelor’s degree in Mathematics, Statistics, or a Finance concentration is preferred
- A CFA designation, or progress towards it, is preferred
- Direct experience in the financial services industry or asset management industry is preferred
- 0 - 4 years of experience
- Demonstratable understanding of financial market, portfolio theory, and statistics
- Strong data management and programming skills
- Candidate must have proficiency working with Python, SQL, and/or advanced Microsoft Excel
- Proficiency in working with large volumes of data
- Outstanding attention to detail
- Excellent organizational, analytical and problem-solving skills, as well as the ability to work under pressure, collaborate across teams, while meeting tight deadlines
- Strong verbal and written communication
Arrowstreet Capital is a Boston-based systematic investment firm that manages global equity portfolios for institutional investors around the world.
Arrowstreet Capital is an equal opportunity employment firm that values diversity and inclusion. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, ancestry, gender identity, genetic information, age, sexual orientation, pregnancy, medical condition, disability, veteran or military status, marital status or any other characteristic protected by federal, state, or local law. For more information, please refer to the Know Your Rights poster, as well as the following Pay Transparency statement.
Arrowstreet Capital is committed to working with and providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation for any part of the employment process due to a disability, contact us to discuss the nature of your request and contact information.
Top Skills
What We Do
Arrowstreet Capital is a Boston-based investment manager that provides global and international equity investment strategies and fund products to institutional investors such as pension plans, endowments, foundations, and registered/unregistered commingled investment funds.
We offer a select range of global equity investment strategies managed as long-only, alpha extension and long/short utilizing a broad range of instruments, including swaps and futures. Our investment process utilizes quantitative methods that focus on identifying and incorporating investment signals into our proprietary return, risk and transaction cost models. Our investment approach involves creating and investing in diversified equity portfolios. We utilize a structured investment process that attempts to add value relative to a client specific benchmark. This involves identifying opportunities across companies, sectors and countries by evaluating a diverse set of fundamental and market-based predictive factors. Portfolios are constructed through the use of a mean variance optimizer and proprietary risk and transaction cost models.
Arrowstreet Capital manages approximately $100 billion for over 200 client relationships in North America, the United Kingdom, Europe and the Asia-Pacific regions.
