Performance & Portfolio Data Associate
GW&K Investment Management is seeking a Performance & Portfolio Data Associate to support their sales, client service, and investment teams. The role involves data analysis, portfolio evaluation, and report preparation, utilizing tools like FactSet and Bloomberg to ensure data accuracy and contribute to cross-team projects.
Responsibilities
- Analyze existing portfolios of prospective clients and compare/contrast them with proposed GW&K strategies
- Support the private wealth channel through assembling asset allocation breakdowns & income projections for both existing & prospective clients
- Utilize Bloomberg, FactSet, and Morningstar to properly classify holdings and mutual funds by asset class/type, sector, market capitalization, etc
- Ensure accuracy of performance data used in marketing materials and in responses to external requests for performance such as RFPs/RFIs
- Utilize performance attribution tools to produce analytical reports for management to evaluate effectiveness of investment decisions and explain performance to clients
- Respond to and resolve all follow-up inquiries from sales and client service in a timely and professional manner
- Assist with annual GIPS Verification and review all GIPS compliant materials
- Assist the Enterprise Data & Analytics Group with various special projects, custom client requests, product and competitor research, and data and automation used in Seismic
Skills
- Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related field
- 1–3 years of relevant experience in investment performance, client reporting, data analysis, or investment related field
- Proficiency in Microsoft Excel, including complex formulas and charting
- Experience with investment analytics and data tools (e.g., FactSet, Bloomberg, Morningstar, eVestment, Eagle, or similar)
- Basic understanding of databases and query tools (e.g., SQL or Power BI)
Benefits
- Discretionary bonus
- Commission
Company Overview