Summary
The Performance & Portfolio Data Associate supports GW&K’s sales, client service, and investment teams through data analysis, portfolio evaluation, and report preparation. As an integral member of the firm’s Enterprise Data & Analytics Group, the role involves using FactSet, Morningstar, and Bloomberg to analyze portfolios, calculate and present strategy characteristics, and ensure data accuracy. This position offers the opportunity to contribute to cross-team projects that enhance reporting, automation, and client engagement. The incumbent will be responsible for managing requests for analytics on client portfolios and GW&K strategies from data input to final review.
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.
Qualifications
- 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) preferred
This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.
The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance.
Base Salary Range
$70,000-$80,000 USD
GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.
Skills Required
- 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 an investment-related field
- Proficiency in Microsoft Excel, including complex formulas and charting
- Experience with investment analytics and data tools such as FactSet, Bloomberg, Morningstar, eVestment, or Eagle
- Basic understanding of databases and query tools such as SQL or Power BI
What We Do
Founded in 1974, GW&K Investment Management is a dynamic Boston-based investment management firm that offers active equity and fixed income investment solutions to meet the needs of a diverse client base. GW&K's mission is to help clients achieve their investment objectives through the management of thoughtfully conceived and consistently applied investment strategies. An active bottom-up investment approach is the cornerstone of our investment philosophy. Each investment strategy relies on in-depth fundamental research executed by a team of experienced investment professionals.
