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Performance & Portfolio Data Associate

Boston, MA

Summary

The Performance & Portfolio Data Associate supports GW&K’s sales, client service, and investment teams through data analysis, portfolio evaluation, and report preparation. As an integral member of the firm’s Enterprise Data & Analytics Group, the role involves using FactSet, Morningstar, and Bloomberg to analyze portfolios, calculate and present strategy characteristics, and ensure data accuracy. This position offers the opportunity to contribute to cross-team projects that enhance reporting, automation, and client engagement. The incumbent will be responsible for managing requests for analytics on client portfolios and GW&K strategies from data input to final review.

Responsibilities

  • Analyze existing portfolios of prospective clients and compare/contrast them with proposed GW&K strategies.
  • Support the private wealth channel through assembling asset allocation breakdowns & income projections for both existing & prospective clients.
  • Utilize Bloomberg, FactSet, and Morningstar to properly classify holdings and mutual funds by asset class/type, sector, market capitalization, etc.
  • Ensure accuracy of performance data used in marketing materials and in responses to external requests for performance such as RFPs/RFIs.
  • Utilize performance attribution tools to produce analytical reports for management to evaluate effectiveness of investment decisions and explain performance to clients.
  • Respond to and resolve all follow-up inquiries from sales and client service in a timely and professional manner.
  • Assist with annual GIPS Verification and review all GIPS compliant materials.
  • Assist the Enterprise Data & Analytics Group with various special projects, custom client requests, product and competitor research, and data and automation used in Seismic.

Qualifications

  • Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field
  • 1–3 years of relevant experience in investment performance, client reporting, data analysis, or investment related field
  • Proficiency in Microsoft Excel, including complex formulas and charting
  • Experience with investment analytics and data tools (e.g., FactSet, Bloomberg, Morningstar, eVestment, Eagle, or similar)
  • Basic understanding of databases and query tools (e.g., SQL or Power BI) preferred

This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote. 

 

The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance.

 

Base Salary Range

$73,000-$85,000 USD

GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.

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This is a hybrid position requiring 4 days per week in our Boston office, with the option to work remotely 1 day per week.

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I hereby give permission for GW&K Investment Management (GW&K) to examine my experience, educational and business qualifications, and authorize GW&K to contact all or any of the employers, educational institutions and other references provided. I further authorize my previous employers and references to provide all information requested by GW&K, and hereby release and hold harmless all persons and entities, including GW&K, from liability in doing so. In addition, I understand that consistent with its industry obligations, GW&K conducts background checks on all new hires, and if I am offered and accept employment with GW&K, I understand and agree to comply with this process.

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In the event I am employed by GW&K, I agree to comply with all Company rules and policies, including GW&K’s requirement that all secondary employment and certain outside activities be disclosed to the Company in order to determine if such employment or activities conflict with my duties to GWK.

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I understand that employment at GW&K is terminable 'at-will', which means that the employment relationship may be terminated by either me or the Company at any time and for any reason not prohibited by law. I understand that nothing in this application or in any discussion or offer of employment creates a contract betweenmyself and GW&K, and that no supervisor or representative of GW&K has the authority to enter into an oral agreement to employ me for any specified period of time.

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I understand that the Immigration Reform and Control Act of 1986 requires that if I am hired, I must furnish within 72 hours of commencing employment appropriate documentation to the Company establishing my identity and right to work in the United States.

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