Portfolio Analyst

Pacer Advisors is looking to fill the role of Portfolio Analyst.

Pacer Advisors is the investment advisor to Pacer ETFs. Pacer ETFs is one of the fastest growing ETF companies, with over $40 Billion in AUM and over 50 funds.

Portfolio Market Analysts will have the opportunity to be involved in all stages of the investment management process impacting all segments of the firm. Working with the investment team will develop both the quantitative and qualitative skills of the candidate.

Required Skills and Background:

• Strong knowledge of the asset management industry, economy, and equity markets.
• Comprehensive understanding of economic, financial, fundamental, and technical aspects of the investing lifecycle.
• 3 - 5 years of experience in asset management and investment research.
• Availability to work in-office Monday through Friday.
• Ability to manage multiple projects under time constraints, maintain constant communication with various teams, and demonstrate a commitment to meeting deadlines with extreme attention to detail.
• Strong communication skills, attention to detail, multitasking abilities, and critical thinking skills.
• Experience with FactSet and Bloomberg.
• Excellent proficiency in Excel.
• CFA or other relevant designations are encouraged but not required.

Responsibilities:

• Develop a thorough understanding of the methodologies of the Pacer funds, both individually and within a portfolio.
• Monitor and analyze Capital Markets, Federal Reserve activity, and performance drivers on both a macroeconomic and security-specific level and effectively communicate these insights to support the sales team.
• Create, develop, and share thought leadership content based on market and economic conditions for internal use and the financial advisor network.
• Engage with clients about various aspects of the ETF market structure.
• Evaluate and review existing indexes with our current index providers and identify potential new index partnerships.
• Conduct research, testing and development of investment strategies
• Provide regular communications, analysis, and insights to our Sales team for use with financial professionals.
• Research competitor funds to differentiate Pacer product solutions.
• Provide necessary reporting to ETF Portfolio Managers and Pacer Management both Retail and Institutional.
• Utilize FactSet, Bloomberg, Morningstar, and other various systems to evaluate fund offerings.
• Works closely with Marketing and Distribution teams to ensure updated and impactful data.

Position is in-office M-F.