Brighthouse Financial

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


PayCompetitive
LocationCharlotte/North Carolina
Employment typeFull-Time

This job is now closed

  • Job Description

      Req#: 5653
      Employer Industry: Financial Services

      Why consider this job opportunity:
      - Salary up to $130,000 plus competitive performance-based incentives
      - Flexible work environment allowing remote or in-office options
      - Minimum of 20 days of paid time off and 16 paid company holidays per calendar year
      - 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%)
      - Comprehensive health, vision, and dental plans with potential company contributions to health savings accounts
      - Support for new parents with up to 16 weeks of paid leave and additional family support benefits

      What to Expect (Job Responsibilities):
      - Provide investment oversight and evaluation of assigned portfolios, leading manager search and selection as necessary
      - Conduct quantitative, qualitative, and peer group analysis of investment strategies, including timely updates
      - Utilize investment-related software for manager evaluation and formulation of recommendations
      - Lead on-site meetings to monitor external firms and portfolio management teams, including discussions with key personnel
      - Prepare and deliver Board materials in a timely manner

      What is Required (Qualifications):
      - Bachelor’s degree and 5+ years of relevant investment experience
      - Strong attention to detail and excellent organizational skills to manage competing priorities
      - Proactive team player with a strong work ethic
      - Proficiency with Microsoft Office suite; experience with Morningstar Direct strongly preferred
      - CFA/CAIA or progress towards and/or significant coursework in finance/investments is required

      How to Stand Out (Preferred Qualifications):
      - Knowledge of various investment managers/fund complexes, products, and styles across all asset classes
      - Basic understanding of derivatives is a plus

      #FinancialServices #InvestmentAnalysis #CareerOpportunity #CompetitivePay #RemoteWork

      We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
      We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
  • About the company

      Brighthouse Financial, Inc. 6 million insurance policies and annuity contracts in-force.

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