Josh Smith
Analytics Manager at MFS Investment Management
- Role
- Assistant Vice President at MFS Investment Management
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Josh Smith
Experienced professional in the investment industry, MBA graduate and CFA charter-holder.
Experience
Assistant Vice President
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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