Analyst - Investment Portfolio Management
MetLife is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits, and asset management. The Analyst - Investment Portfolio Management role is an entry-level position supporting the Pension & Investment Manager Oversight team, focusing on analysis and reporting for investment managers associated with various insurance products.
Responsibilities
- Support team members in coordination, preparation, and generation of materials related to fund management oversight and evaluation
- Confirm and verify data and information
- This involves thorough and in-depth reviews of fund information to ensure data is presented accurately and consistently to internal and external parties
- Process and compile data, provide accurate reporting for internal monitoring purposes including manager positions, fund information and performance attribution
- Utilize investment related software to aid in the evaluation of managers and in the formulation of recommendations
- Assist with the development of monitoring tools, processes, and other operating arrangements
- Assist with creation of internal dashboards of manager / fund exposures by investment styles (passive / active), sectors (equities, fixed income, balanced, alternatives, etc.) and mandates
Skills
- BA or BS in Economics, Finance, Statistics, or related fields is required
- Knowledge or at least a strong interest in investment funds/financial industry
- Strong quantitative, verbal, and written skills
- Strong Excel (preferable experience with VBA), PowerPoint, and Power BI skills
- Strong AI implementation abilities
- Organized, detail-oriented and able to prioritize multiple projects
- Ability to work effectively with others across multiple departments, teams, and levels
- 0-2 years of experience is preferred
- Familiarity with investment analytics a plus (e.g. Bloomberg, BondEdge, eVestment, Morningstar)
Benefits
- Comprehensive health plan that includes medical/prescription drug and vision
- Dental insurance
- No-cost short- and long-term disability
- Company-paid life insurance
- Legal services
- Retirement pension funded entirely by MetLife
- 401(k) with employer matching
- Group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance
- Employee Assistance Program (EAP)
- Digital mental health programs
- Parental leave
- Volunteer time off
- Tuition assistance
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