Analyst, Portfolio Solutions

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profile Job Location:

Boston, NH - USA

profile Yearly Salary: $ 100000 - 120000
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

Acadian Asset Management is a global systematic investment manager at the forefront of data-driven investing since 1986. Headquartered in Boston with locations in Singapore London and Sydney we manage over $120 billion on behalf of leading institutions worldwideincluding pension funds endowments foundations and sovereign wealth funds. We harness advanced technology rich datasets and multidisciplinary expertise to help clients navigate complex markets and uncover insights that may be overlooked by traditional approaches.

What sets Acadian apart is our people. We foster a collaborative intellectually curious environment where ideas are tested diverse perspectives are welcomed and innovation thrives. Were united by a shared purpose: delivering effective client outcomes and supporting one another in work thats both challenging and rewarding. We offer a flexible hybrid work environment strong benefits and a casual but focused office cultureall designed to support the meaningful collaborative work that defines Acadian.

Position Overview:

We are seeking an Analyst Portfolio Solutions to join our Equity Portfolio Management (EPM) this role you will contribute to projects at the intersection of portfolio management client delivery and operational support. Responsibilities include assisting with investment simulations responding to portfolio manager inquiries supporting account onboarding and helping maintain strategy documentation. Youll collaborate with colleagues across investment data legal and client service teams gaining broad exposure to the firms investment process and client-facing activities. This position is a great opportunity to develop a strong foundation in portfolio solutions while contributing to enhancements in the tools and processes that support our clients and investment teams.

Acadian supports a hybrid work environment; employees are on-site in the Boston office 3 days a week.


What Youll Do:

Innovation Investments and Growth

  • Develop a strong understanding of the Acadian equity investment process.
  • Assist in maintaining and enhancing tools used to visualize data and information that support investment insights (e.g. simulations portfolio oversight research).
  • Contribute to refining workflow processes by identifying areas for efficiency and consistency.

Process & Platform Support

  • Support the administration and day-to-day use of internal PM tools and workflows including the PMR (Portfolio Management Request) queue and process documentation.
  • Assist in compiling inputs and coordinating timelines for quarterly reporting processes including PM updates and commentary.
  • Assist with client onboarding processes by coordinating with Sales Legal Ops and Compliance to help ensure new mandates are set up accurately.
  • Provide support during quarterly rollout processes for model and process enhancements helping coordinate communications and materials.

Cross-Functional Coordination

  • Work with internal stakeholders (Investment Analytics and Data Client Communications Product Marketing and Compliance) to support information flow between the PM team and other groups.
  • Assist in coordinating recurring client-facing deliverables (e.g. quarterly commentary strategy metrics stock examples) helping ensure timely and accurate delivery.

Simulation Support

  • Contribute to simulation workflows by preparing data running analytics and reviewing outputs to support client and PM team needs.
  • Help maintain and refine simulation templates working with other teams to improve usability and consistency.

Documentation & Knowledge Management

  • Assist in maintaining strategy documentation onboarding protocols and cross-functional processes.
  • Support knowledge transfer efforts by ensuring process notes and documentation are clear accurate and up to date.

Were Looking for Teammates With:

  • Bachelors degree in Quantitative Finance Computer Science Mathematics Statistics or a related STEM field.
  • 1-3 years of experience in asset management for example in investment operations client onboarding internal product/project management or cross-functional delivery roles.
  • Prior exposure to and interest in institutional investment processes for example portfolio construction and implementation investment guidelines etc.
  • Familiarity with key tools and systems (e.g. Confluence Python Git) and comfort interacting with IT/data teams.
  • Strong communication and coordination skillsable to work across investment and non-investment functions to drive outcomes.
  • Enthusiasm for improving how teams operate bringing fresh ideas operational discipline and a collaborative spirit.

The base salary range for this role is $100000 $120000 per year. Actual compensation will be determined based on a candidates skills qualifications and relevant addition to base pay this position may be eligible for discretionary incentive compensation and includes participation in Acadians comprehensive benefits program which includes health retirement and wellness offerings.

To apply for this position or view Acadians open roles please visit the Careers section of our website at: We will contact only selected candidates. If you are a candidate with a disability or are assisting a candidate with a disability and require an accommodation to apply for one of our jobs please email us at

Acadian Asset Management LLC is committed to providing equal employment opportunity to all employees and applicants. No employee or applicant shall be discriminated against on the basis of gender race creed color sex age national origin marital status pregnancy or parenthood veteran status citizenship status disability gender identity or sexual orientation.


Required Experience:

IC

Acadian Asset Management is a global systematic investment manager at the forefront of data-driven investing since 1986. Headquartered in Boston with locations in Singapore London and Sydney we manage over $120 billion on behalf of leading institutions worldwideincluding pension funds endowments fou...
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Key Skills

  • Project / Program Management
  • Project Portfolio Management
  • Portfolio Management
  • Credit Analysis
  • Banking
  • Pricing
  • Analysis Skills
  • Project Management
  • Financial Analysis
  • Budgeting
  • Property Management
  • Contracts

About Company

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Acadian Asset Management is a global investment management firm that specializes in systematic investment strategies.

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