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June 7th, 2021

Job Opening – Investment Analyst

Job Type: Full-Time

POSITION OVERVIEW

The position of investment analyst at Winthrop Capital Management (WCM) is an entry level position designed to provide candidates with a challenging, meaningful and supportive opportunity to build a career in the investment management business.

The position requires a disciplined, organized, and engaged individual who can contribute positively to our culture in a team-oriented environment.  The successful candidate should have the ability to contribute in a positive manner to our culture by operating consistently within established processes, holding oneself accountable, and seeking to continually learn.

RESPONSIBILITIES:

  • Assist in the maintenance of asset allocation models and portfolio structures.
  • Assist in the design and testing of Winthrop Technology Solution’s proprietary portfolio and risk analytic software called Wombat.
    • Analyze performance and risk attributes of portfolio total return
    • Detailed analysis of duration and yield calculations for securities in portfolios
  • Review portfolio compliance relative to compliance rules for each account
  • Responsible for automating and testing the batch reporting system for client portfolios
  • Reconcile performance numbers on a monthly basis across 500 accounts between the current performance measurement system and our proprietary performance analytics system called Wombat.
  • Update security and portfolio analytics.
  • Maintain risk models for portfolios.
  • Support the Chief Compliance Officer with producing documentation for the registered investment company’s quarterly compliance with Securities Exchange Commission rules.
  • Provide support to portfolio managers and analysts as needed.
  • Assist in quarterly client reporting process.

SKILLS & QUALIFICATIONS:

  • 1-3 years of experience in the investment industry
  • Possession of bachelor’s degree in finance, economics, accounting, or business
  • Solid mathematics and quantitative skills
  • Exceptional organizational skills
  • Strong proficiency in Microsoft Excel and Word
  • Desire to pursue CFA

To apply for this position, please send an updated resume to Amy Anderson at: [email protected]

All resumes are considered confidential. Winthrop Capital Management is an equal opportunity employer.

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