Josh Smith

Analytics Manager at MFS Investment Management

Role
Assistant Vice President at MFS Investment Management
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Josh Smith

Experienced professional in the investment industry, MBA graduate and CFA charter-holder.

Experience

  1. Assistant Vice President

    MFS Investment Management

    Sep 2022 — Present · Boston, MA, US

    Lead Client and Quantitative analytics team of 5 people. This team focuses on delivering highly accurate, timely, and insightful fixed income investment risk and attribution analysis. Objective is to leverage new technologies to make this process as efficient as possible while maintaining a high degree of customization of the information we report. Our direct stakeholders include the fixed income investment teams, Global Product and Marketing, Client Reporting, among others.

Education

  • Norwich Free Academy

    High School

    1998 — 2002

  • Western New England University

    MBA

    2008 — 2013

  • Western New England University

    BSBA, Finance

    2002 — 2007

Skills

  • Investments
  • Microstategy
  • Mutual Funds
  • Risk Management
  • Commentary
  • Microsoft Office
  • Performance Attribution
  • Bloomberg Terminal
  • Financial Analysis
  • Insurance
  • Business Intelligence
  • Performance Measurement
  • Risk Measurement
  • Financial Modeling
  • Investment Strategies
  • Capital Iq
  • Financial Markets
  • Financial Services
  • Excel
  • Microsoft Excel
  • Asset Management
  • Finance
  • Securities
  • Bloomberg
  • Investment Management
  • Equities
  • Portfolio Management
  • Factset
  • Vba
  • Bonds
  • Fixed Income Products
  • Quantitative Risk Analysis
  • Fixed Income

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Josh Smith — Assistant Vice President at MFS Investment Management in Boston, MA, US | Unifers