Jobs and Careers

Portfolio Consultant

United Statesfull_timeVerifiedPosted 20 Mar 2025

About the role

Overview:The Portfolio Consultant in the Portfolio Analysis and Consulting Group within Natixis Investment Managers Solutions provides investment consulting services to current and prospective clients across sales channels, requiring them to build partnerships with our sales teams and clients. The Consultant performs in-depth portfolio analysis while discussing macro and market views. The Consultant also sits on the Natixis Solutions Investment Committee, where they contribute their market insight and interpret the market environment to provide actionable investment ideas. The Consultant must have a commanding knowledge of current and historical portfolio construction tactics, economic and capital markets, quantitative methods and possess excellent communication skills. Given each consultation is highly unique, the Consultant must be flexible, resourceful, results-driven and possess a problem-solving mind-set. This is a hybrid position located in Boston, MA. What you will do:

Conduct client meetings virtually and at times in person, in partnership with our sales team. Client interactions include macro and market reviews, manager research, and comprehensive portfolio reviews
Identify imbalances, gaps, inefficiencies, hidden risks and/or inconsistencies with the intent to improve a portfolio’s structure and provide ideas to do so
Provide capital market and economic market context from a historical and forward-looking basis as it relates to existing portfolios and proposed changes
Conduct investment and manager research
Participate in the department’s Investment Committee providing topical investment research, portfolio weighting suggestions and weekly comments or ideas for discussion
Suggest inventive ways to improve, differentiate and advance the team’s analytical capabilities
Partner and communicate with the sales team
Assist with monitoring key competitors and noteworthy trends within the competitive landscape
Develop an in-depth understanding of Natixis’s affiliate investment capabilities

What you will bring:

Bachelor’s Degree and demonstrated CFA progression at level II or beyond required.
Minimum 10 years of prior related financial services industry experience
Demonstrated strength and proficiency with analytical concepts and mathematical sciences
Strong verbal and written communication skills
Highly credible and professional with ability to conduct individual and group meetings
Excellent time management, strong organization skills and highly motivated
Works well in a team environment
Possesses strong work ethic and desire to continuously improve
Proficient with analytical software packages including MPI Stylus, Factset, Bloomberg and risk modeling applications
Ability to travel 10-15% of time
Must have SIE, series 7 & 63 or must be willing to obtain within 90 days of hire.

Who we are:We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*. #NatixisIMCulture Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits. Natixis Investment Managers does not charge fees to par