Portfolio Analyst, Equities

May 24, 2024

Portfolio Analyst, Equities


  • Standard / Permanent
  • US-MA-Boston
Apply for this job

Portfolio Analyst, Equities

BNP Paribas Asset Management (‘BNPP AM) is the investment arm of BNP Paribas, a leading banking group in Europe with international reach. At BNPP AM, we aim to generate long-term sustainable investment returns for our clients, based on a unique sustainability-driven philosophy. This philosophy has shaped our firm and directs all we do: our strategy, our culture, our structure, our products and our processes; the way we engage with our clients and our role in influencing the companies and the markets we invest in.

Role Description and purpose

We have an excellent career opportunity for a Portfolio Analyst on our US Equities Team in Boston. This individual will work with investment professionals on the US Equity Team to translate investment decisions into orders within the trade order management systems. The Portfolio Analyst will monitor portfolio guidelines and restrictions to ensure compliance. The individual will also prepare portfolio level reports to support portfolio construction and analysis.

Key Responsibilities:

·         Generate, transmit and supervise execution of transactions into the market and towards Trading Desks in a timely and accurate manner. 

·         Monitor portfolios to ensure compliance with the investment guidelines and restrictions.

·         Monitor portfolio cash levels and pending corporate actions.

·         Prepare analysis and reporting for the portfolio managers on a diverse range of topics including, portfolio risk and construction, trade activity, sustainability, and style analysis.

·         Work with the Investment team on ad hoc projects that add value to the investment process.

·         Act as a liaison between the Investment team and key partners including the trading desk, IT vendors, and our Sustainability team.

·         Periodically participate with Investment team members in meetings with prospective clients and consultants.

Key Internal/External Relationships: Trading

Essential Skills/Competencies (Technical / Behavioral / Leadership)

  • Analytical skills: Identifies all aspects of a subject and examines them in a critical way to construct a broad point of view. Individual is driven by the desire to know more about things, people, or events.
  • Organizational skills: Sets priorities, plans actions, and methodically monitors progress by coordinating activities and resources in the best way possible.
  • Communication skills: Communicates, both orally and in writing, in an effective, organized way, delivered at a level appropriate for the audience.
  • Accuracy: Constantly attentive to the precision of the information sent and to the quality of the work; ensures that errors are minimized.
  • Teamwork: Strong interpersonal skills. Works effectively within and across teams, acts bearing common interests and respect for fellow team members in mind.
  • Taking initiative & problem solving: Works proactively and independently, implementing enhancements to work processes, new ideas and solutions.  Looks to find solutions, including in situations where information is incomplete.
  • Resilient: Reacts calmly and confidently in difficult situations and strives to provide the best possible service to relevant stakeholders.
  • Results-Driven: Seeks to achieve the objectives set within the defined timeframe, by acting with tenacity. Continuously seeks optimum performance.
  • Conduct:

§  Be a role model, supporting and fostering a culture of good conduct.

§  Demonstrate proactivity, transparency, and accountability for identifying and managing conduct risks

§  Consider the implications of your actions on colleagues, partners, and clients before making decisions and escalate issues to your manager when unsure

Essential qualifications & experience:

  • Minimum of 5 years of experience in the Asset Management industry. Exposure to portfolio construction a plus.
  • Awareness, interest, and understanding of financial markets.
  • Highly detail-oriented, well-organized, and independent. Proven ability to manage multiple demands, prioritizing in a fast-paced work environment.
  • Knowledge of Factset and Aladdin preferred.
  • Bachelor’s degree in Finance or Economics a plus.
  • CFA or MBA qualifications a plus.

What’s in it for you:

Your engagement to unlock your potential and deliver high performance will be the driving force that will enable you to benefit from all that BNPP AM has to offer.  Culturally, we are more human than corporate so whilst high performance and strong expertise is a given, we value trust, empathy, and empowerment. 

In return, we can offer you things that money cannot buy:

·         Dynamic career opportunities across the globe

·         Volunteering initiatives to support our local communities and connect with our colleagues

·         The opportunity to contribute to our award-winning Sustainability efforts and join our community of Future Makers

·         Access to a robust wellbeing program including mental health support and resources

·         An award-winning online learning and development platform

·         Hybrid working

·         A diverse and inclusive working environment where you can be your authentic self

Physical presence in BNPP AM’s office(s) is an essential function of this position. This role has the flexibility of being hybrid, consisting of an in office and remote working component.

The expected starting salary range for this position in Boston is between $115,000 to $135,000 annually. Actual salary may vary based upon several factors including, but not limited to, relevant skills/experience, time in role, base salary of internal peers, prior performance, business line, and geographic/office location.

BNP Paribas is committed to providing a work environment that fosters diversity, inclusion, and equal employment opportunity without regard to race, color, gender, age, creed, sex, religion, national origin, disability (physical or mental), marital status, citizenship, ancestry, sexual orientation, gender identity and gender expression, or any other legally protected status.

Offers you may be interested in