Investment Analyst, Equity

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees.

Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees.

We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts.

We strive to make the administration of retirement programs as easy and cost-effective as possible.

We have an extraordinary talent base and invite you to consider joining MissionSquare.

$73,810.00 - $110,720.00

The Investment Analyst, Equity provides analytical, operational, and administrative support to Equity Fund Managers and Investment Department leadership.

This role supports portfolio oversight activities, investment reporting, due diligence processes, and the preparation of investment-related communications and marketing materials.

The position serves as a key resource across investment management, reporting, portfolio monitoring, manager research, and stakeholder communications to ensure accurate, timely, and consistent investment information for internal and external audiences.

Essential Functions for this role include:



* Support Equity Fund Managers by compiling portfolio, benchmark, performance, and market information for routine reviews and reporting.


* Maintain investment, manager, and market data used in portfolio monitoring and reporting activities.


* Conduct qualitative and quantitative analysis on equity funds, asset managers, and sub-advised portfolios.


* Assist in preparing performance attribution, benchmarking, and risk analysis for existing and prospective investments.


* Stay informed on financial markets, economic trends, and equity securities relevant to portfolio holdings.


* Support due diligence activities for current and prospective investment managers and strategies by coordinating information requests, reviewing documentation, and preparing summary materials.


* Participate in meetings and calls with asset management firms; compile notes and follow-up items.


* Track portfolio performance, cash flows, and compliance with investment guidelines.


* Support the execution of investment reporting, operational, and process management activities.


* Assist with the preparation, validation, and distribution of investment-related reports, data, and materials for internal and external stakeholders, including presentations, RFPs, questionnaires, factsheets, and marketing content.


* Assist Fund Managers in implementing portfolio changes and rebalancing activities.


* Coordinate with internal teams including Finance, Legal, and Compliance on investment-related matters.


* Performs other duties as assigned

If you have the following skills, w...