Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare.
$73,810.00 - $110,720.00
The Investment Analyst, Equity provides analytical, operational, and administrative support to Equity Fund Managers and Investment Department leadership. This role supports portfolio oversight activities, investment reporting, due diligence processes, and the preparation of investment-related communications and marketing materials. The position serves as a key resource across investment management, reporting, portfolio monitoring, manager research, and stakeholder communications to ensure accurate, timely, and consistent investment information for internal and external audiences.
Essential Functions For This Role Include
- Support Equity Fund Managers by compiling portfolio, benchmark, performance, and market information for routine reviews and reporting.
- Maintain investment, manager, and market data used in portfolio monitoring and reporting activities.
- Conduct qualitative and quantitative analysis on equity funds, asset managers, and sub-advised portfolios.
- Assist in preparing performance attribution, benchmarking, and risk analysis for existing and prospective investments.
- Stay informed on financial markets, economic trends, and equity securities relevant to portfolio holdings.
- Support due diligence activities for current and prospective investment managers and strategies by coordinating information requests, reviewing documentation, and preparing summary materials.
- Participate in meetings and calls with asset management firms; compile notes and follow-up items.
- Track portfolio performance, cash flows, and compliance with investment guidelines.
- Support the execution of investment reporting, operational, and process management activities.
- Assist with the preparation, validation, and distribution of investment-related reports, data, and materials for internal and external stakeholders, including presentations, RFPs, questionnaires, factsheets, and marketing content.
- Assist Fund Managers in implementing portfolio changes and rebalancing activities.
- Coordinate with internal teams including Finance, Legal, and Compliance on investment-related matters.
- Performs other duties as assigned
If you have the following skills, we encourage you to apply:
- Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
- Zero to one year of investment industry experience; experience in investment data collection and analysis, presentation development, and investment communications preferred.
- General knowledge of statistics and investment data.
- Strong analytical and problem-solving skills.
- Proficiency with Microsoft Excel, PowerPoint, and spreadsheet analysis.
- Familiarity with investment research and analytics platforms such as eVestment, FactSet, and Morningstar Direct preferred.
- Knowledge of investment management and mutual fund industries.
- Applied investment and economic analysis skills.
- Strong written and verbal communication skills.
- High attention to detail and organizational skills.
- Familiarity with data management and reporting tools such as Python, Power BI, and SQL preferred.
- Ability to work effectively in a team environment and manage multiple priorities.
- Progress toward the CFA designation preferred.
To benefit your career and support your wellbeing, we offer:
- Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
- Flexible and hybrid work schedules to support work-life balance
- Tuition reimbursement to support continued education
- Professional and career development opportunities, including courses and certifications
- Comprehensive wellness programs promoting physical, mental, and emotional health
- Volunteerism initiatives to encourage community engagement
Click Here To Learn More About MissionSquare’s Benefits.
Equal Employment Opportunity
As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
