Senior Analyst
With a propensity for unbounded thinking, we focus especially on developing innovative alternative strategies that may help investors build all-weather portfolios. An independent, privately held firm founded in 1998, Forward (Forward Management, LLC) is the advisor to the Forward Funds. As of December 31, 2012, we manage $5.7 billion in a diverse product set offered to individual investors, financial advisors and institutions.
Overview:
The ideal candidate succeeds in a mercurial investment environment, possesses strong execution skills, and can develop projects and tools with great thoroughness and attention to detail. We seek a self-motivated candidate who works equally well independently and within a structured team. This candidate should be adept at juggling multiple projects of shifting priorities while meeting demanding deadlines and producing the highest quality of work. This person should be able to multi-task and to focus in an open, trading-floor environment where we embrace both research and transaction work.
Key Responsibilities:
- Provide customized research, analysis, and reporting for Portfolio Manager.
- Manage numerous periodic reporting functions and projects – including real time positioning profiles, risk reports, attribution and contribution reports, as well as providing data and reports for marketing and sales support
- Create and maintain spreadsheet models; interface models with Bloomberg, FactSet, other platforms. Financial analysis to focus on fund investments and on overall fund performance and risk profile.
- Assist with idea sourcing, quantitative and qualitative research, thesis development and testing.
- Some travel required. Passport required.
Qualifications Experience:
- 2-7 years experience doing research and analysis on the buy-side or the sell-side.
- Must have experience with financial analysis across the capital structure – emphasis on credit analysis of debt and hybrid instruments but must also be comfortable with equities.
- Value-oriented philosophy, embraces absolute return approach.
- Skilled user of MS Excel, Bloomberg, FactSet.
- CFA and/or MBA (or similar graduate degree) preferred
- Experience working with banks, insurance companies, and/or real estate companies preferred.
- Ability to work well within a team environment.
- You must have impeccable character references.
Compensation:
Forward works with a leading financial services consulting firm to develop what we believe to be one of the finest and most comprehensive plans in the marketplace today. We offer base salary plus incentive-based compensation and a very competitive benefits package.
We are an equal opportunity employer (EOE).
To Apply: Please hit APPLY ONLINE below
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