Portfolio Analyst , Tax - Aware
LGBT Great, Boston, MA, United States
About Man Group
Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi‑manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent.
Purpose of the Role The Portfolio Analyst role offers an exceptional opportunity to build foundational skills in portfolio management, investment analysis, and quantitative research as part of the Tax‑Aware team. The successful candidate will work alongside experienced Portfolio Managers and Portfolio Analysts to support the implementation and monitoring of Man Systematics investment strategies. This involves assisting with the portfolio construction process, maintaining data integrity, and contributing to performance analytics. The Portfolio Analyst will gain exposure to portfolio risk monitoring, return attribution, and client reporting while developing the technical and analytical skills critical for a career in quantitative asset management.
Specific Responsibilities
Support the portfolio management team in the day‑to‑day implementation of investment strategies
Assist portfolio analysts with trade preparation, data validation, and rebalancing workflows
Monitor and flag portfolio exceptions or data discrepancies for review
Conduct quantitative analysis on portfolio performance, risk exposures, and factor attributions
Assist in the preparation of client materials, including performance commentary and market updates
Maintain and enhance internal tools, dashboards, and databases used by the team
Participate in research projects under the guidance of senior team members
Collaborate with the research group to test and validate model enhancements
Key Competencies
0–2 years of experience in portfolio management, investment research, or a related quantitative field (internship experience considered)
A bachelor's degree in a quantitative discipline (e.g., Finance, Economics, Mathematics, Statistics, Engineering, Computer Science); a graduate degree is a plus
Foundational understanding of financial markets, portfolio construction, and risk concepts
Familiarity with accounting principles and financial statement analysis
Proficiency in Python, R, or other statistical/programming tools
Strong analytical and problem‑solving skills with keen attention to detail
Effective written and verbal communication skills
Eagerness to learn and ability to thrive in a collaborative, team‑oriented environment
Strong sense of integrity and work ethic
Salary US Pay Range
$80,000 - $100,000 USD
Benefits and Diversity You’ll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you’ll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry.
Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long‑term disability coverage, group sick pay, enhanced parental leave and long‑service leave. You’ll also have opportunities to make a difference through our charitable and global initiatives, advance your career through professional development, and enjoy flexible working arrangements. Like all our people, you’ll receive two annual ‘Mankind’ days of paid leave for community volunteering.
Equal Employment Opportunity Policy Man Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws.
Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact .
#J-18808-Ljbffr
Purpose of the Role The Portfolio Analyst role offers an exceptional opportunity to build foundational skills in portfolio management, investment analysis, and quantitative research as part of the Tax‑Aware team. The successful candidate will work alongside experienced Portfolio Managers and Portfolio Analysts to support the implementation and monitoring of Man Systematics investment strategies. This involves assisting with the portfolio construction process, maintaining data integrity, and contributing to performance analytics. The Portfolio Analyst will gain exposure to portfolio risk monitoring, return attribution, and client reporting while developing the technical and analytical skills critical for a career in quantitative asset management.
Specific Responsibilities
Support the portfolio management team in the day‑to‑day implementation of investment strategies
Assist portfolio analysts with trade preparation, data validation, and rebalancing workflows
Monitor and flag portfolio exceptions or data discrepancies for review
Conduct quantitative analysis on portfolio performance, risk exposures, and factor attributions
Assist in the preparation of client materials, including performance commentary and market updates
Maintain and enhance internal tools, dashboards, and databases used by the team
Participate in research projects under the guidance of senior team members
Collaborate with the research group to test and validate model enhancements
Key Competencies
0–2 years of experience in portfolio management, investment research, or a related quantitative field (internship experience considered)
A bachelor's degree in a quantitative discipline (e.g., Finance, Economics, Mathematics, Statistics, Engineering, Computer Science); a graduate degree is a plus
Foundational understanding of financial markets, portfolio construction, and risk concepts
Familiarity with accounting principles and financial statement analysis
Proficiency in Python, R, or other statistical/programming tools
Strong analytical and problem‑solving skills with keen attention to detail
Effective written and verbal communication skills
Eagerness to learn and ability to thrive in a collaborative, team‑oriented environment
Strong sense of integrity and work ethic
Salary US Pay Range
$80,000 - $100,000 USD
Benefits and Diversity You’ll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you’ll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry.
Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long‑term disability coverage, group sick pay, enhanced parental leave and long‑service leave. You’ll also have opportunities to make a difference through our charitable and global initiatives, advance your career through professional development, and enjoy flexible working arrangements. Like all our people, you’ll receive two annual ‘Mankind’ days of paid leave for community volunteering.
Equal Employment Opportunity Policy Man Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws.
Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact .
#J-18808-Ljbffr