Investment Analyst

 
 Title: Investment Analyst  Location: Dallas, Texas
 Functional Role: Investment Management  Reports To: Chief Investment Officer

 

BACKGROUND

Placemark Investments is an investment advisory firm registered with the Securities and Exchange Commission. The company is privately held, with 54 employees located in offices in Dallas, Texas and Wellesley, Massachusetts.

 

Placemark develops, implements, and supports wealth solutions, including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks, and family offices. As the separate account industry’s leading independent overlay portfolio manager, Placemark coordinates multiple investment vehicles such as separately managed accounts, mutual funds, and ETFs into a single customized portfolio.

 

Placemark’s mission is to fundamentally change the way that investment management services are delivered to clients, fostering a more efficient operating model and delivering more sophisticated investment strategies to meet a wider variety of client needs. We enable financial advisors, sponsors, and product providers (managers) to better collaborate in delivering superior investment solutions to their clients. As a firm, Placemark seeks to foster an entrepreneurial culture focused on integrity, innovation, respect for employees, exceeding customers’ needs and adding real value.

 

KEY RESPONSIBILITIES

 

The Investment Analyst will support the Chief Investment Officer and become an integral component in monitoring and revising Placemark's investment process. This person will also assist in various aspects of Placemark's relationships with sub-advisors. Responsibilities include:

 

icon green arrow Analyze investment results including dispersion and attribution analysis
icon green arrow Prepare supplemental analysis for key accounts
icon green arrow Develop investment proposals for large, complicated prospects
icon green arrow With CIO, co-author investment policy papers
icon green arrow Assist in the analysis and monitoring of sub-advisers to Placemark
icon green arrow Assist due diligence efforts and other outside evaluations of Placemark
icon green arrow Assist in product development including developing specifications for system
enhancements / refinements

 

Secondary duties may include:

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Assist in hiring and training new sub-advisers
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Monitoring and reporting on sub-advisor relationships.

 

REQUIRED EXPERIENCE AND CAPABILITIES
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BS in quantitatively-oriented course of study; MBA preferred
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Advantage to CFA charter holders and candidates
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5+ years industry experience in quantitative methods for investment management
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Experience in the separate account business or as a pension consultant a plus
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Strong computer skills and/or programming skills a must


REQUIRED PERSONAL ATTRIBUTES

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Excellent problem solving skills and critical thinking capability
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Attention to detail
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Accepts responsibility, ownership, and accountability for work results

 

COMPENSATION & BENEFITS
 Bullet Competitive salary plus sales commissions
 Bullet Comprehensive benefits package including:
o  Medical, dental and vision insurance 
o  3 weeks paid vacation
o  401(k) plan with company match
o  Employer paid life insurance, AD&D and short-term disability coverage.

To apply for this anticipated position, please send your resume to careers@placemark.com. Please be sure to include the position title, Investment Analyst in the subject line of the email.