The Lead PAM Analyst serves as the primary analytical and strategic partner to the Portfolio Managers (PMs) in the Private Asset Management Group (PAM)
Job Summary
The Lead PAM Analyst serves as the primary analytical and strategic partner to the Portfolio Managers (PMs) in the Private Asset Management Group (PAM).
This role is responsible for leading complex portfolio analysis, supporting PAM accounts, including modeling, client onboarding, RFPs, and ensuring the highest standards of investment messaging and client service.
With a career at the firm, you can expect opportunities to create real impact at work and in your community, with resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life.
Matching Summary
The Lead PAM Analyst serves as the primary analytical and strategic partner to the Portfolio Managers (PMs) in the Private Asset Management Group (PAM).
Salary
Base: $140,000.00-$175,000.00; Bonus/Equity: Annual bonus eligibility; Benefits: Health and wellness benefits, retirement plan, paid time off, family care resources
Skills & Requirements
Must-have
Portfolio modeling and construction
Client service and retention
Investment messaging accuracy
Equity and multi-asset strategies
RFP response preparation
Nice-to-have
Collaborative culture
Spirit of generosity
Drive initiatives to completion
Subject matter expert
Active, independent approach
Key Requirements
6+ years relevant investment experience
Bachelor's degree required
Advanced degree or progress towards CFA/MBA preferred
Proven ability to partner with senior investment professionals