Portfolio Analyst (Charlotte, NC (Hybrid) or (Remote)

Where you’ll work:
Our flexible, hybrid work model offers the option to work remotely or in the office.

How you’ll contribute: 
As a Portfolio Analyst you'll be responsible responsible for monitoring, evaluating, and as the need arises selecting, external investment managers (Subadvisers) who have been delegated the day-to-day investment management responsibilities. The Analyst will oversee Subadvisers who manage equity and fixed income investment strategies. 

This is a key position on the Investment Research and Analysis team which has overall responsibility for the investment oversight and monitoring of a ~$100 billion investment platform comprised of SEC registered investment companies which are governed by an independent Board of Trustees.

 
In this role, you’ll get to:

• Provide investment oversight and evaluation of investment activities in assigned portfolios.  This role will also assist in the manager search and selection process as necessary 
• Conduct quantitative, qualitative, and peer group analysis and provide timely updates of assigned portfolios which include both equity and fixed income
• Utilize investment-related software to aid in the analysis and evaluation of managers 
• Run and analyze performance attribution analysis for assigned portfolios and document findings in written reports 
• Actively participate in on-site meetings to evaluate and monitor external firms and portfolio management teams, including discussions with CEOs, CIOs, and key investment personnel (some travel required)
• Actively participate in and when appropriate lead quarterly and ad hoc meetings with managers 
• Manage the coordination, preparation, and timely delivery of quarterly Board materials 
• Manage the review and proofreading process of trust prospectuses for the Annual Registration Statement update cycle, as well as other required regulatory documentation such as Tailored Shareholder Report
• Support the coordination of the annual outside investment manager Contract Renewal process, including the review of supplied documentation 
• Support team’s work with investment marketing to ensure prompt and accurate performance and other investment related communications for advisors, consultants and wholesalers requests as the need arises 
• Manage ad hoc requests as necessary

We’re looking for people who have: 

• Bachelor’s degree and 3+ years of relevant investment experience
• Background in manager-of-manager due diligence and knowledge of investment analysis. 
• Ability to create reporting for and effectively communicate information on a wide range of investment topics.
• Strong attention to detail and excellent organizational skills are a must in order to juggle competing priorities in a dynamic work environment
• Being a proactive and engaged team player with strong work ethic is imperative for success on the team
• Natural curiosity; ability to formulate and articulate thoughts and ideas in a team setting as well as in communication with leadership 
• Proficiency with Microsoft Office suite required; and experience with Morningstar Direct preferred
• Strong interpersonal skills to collaborate with different stakeholders internally and externally
• Progress towards CFA/CAIA and similar designations is preferred
• Knowledge of various investment managers / fund complexes, products and styles across all asset classes a plus 

Research shows some people may not apply for a role if they don’t check all the boxes of a job description. If you don’t check every box listed, that’s okay. We would love to hear from you.

What you’ll receive:

• Compensation – Base salary ranging from $81,000 - $105,000 plus competitive performance-based incentives determined by company and individual results.
• Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life.
• Paid Time Off – Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
• Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services.
• Health and Wellness – Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
• Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
• Life and Disability Support – Gain access to company-paid basic life insurance and short-term disability insurance.

The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We’d love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.

Why join us?
Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they’ve earned and ensure it lasts.

We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.

We’re one of the largest providers of annuities and life insurance in the U.S.,* and our commitment to being a great place to work has earned us recognition from Forbes as one of America’s Best Midsize Employers, from Newsweek as one of the Most Trustworthy Companies in America, and as one of the Healthiest Employers of Greater Charlotte.

*Ranked by 2023 admitted assets. Best’s Review®: Top 200 U.S. Life/Health Insurers. AM Best, 2024.