Portfolio Analyst, Tax-Savvy

Purpose of the role

The role of Portfolio Analyst offers an exceptional opportunity to develop core skills in portfolio management, investment analysis, and quantitative research as part of the Tax-Aware team. The successful candidate will work alongside experienced investment managers and portfolio managers to support research, investment decisions, and the implementation of investment strategies. This includes assisting with portfolio construction, maintaining data integrity, and contributing to performance analysis.

Specific responsibilities

• Supporting the portfolio management team in the day-to-day implementation of investment strategies
• Supporting portfolio analysts with trade preparation, data validation, and portfolio performance evaluation
• Assistance with preparing client materials, including performance commentary and market updates
• Maintaining and improving internal tools, databases, and systems used by the team
• Participation in research and projects under the guidance of experienced team members
• Collaboration with the research group to test and validate model improvements

Key competencies

• 0–2 years of experience in portfolio management, investment research, or a related quantitative field (relevant experience will be considered)
• Strong technical skills with databases, tools, and programming languages (e.g., Python, Excel)
• A bachelor's degree in a quantitative field (e.g., finance, economics, mathematics, statistics, econometrics, engineering)
• Basic understanding of financial markets, portfolio construction, and risk management concepts
• Knowledge of Python, R, or other technical/programming skills
• Strong analytical and problem-solving skills with attention to detail
• Effective communication skills
• A willingness to learn and the ability to thrive in a collaborative, team-oriented environment
• A strong sense of integrity and the ability to work ethically

Salary and benefits

The estimated base salary for this position ranges from $86,000 to $130,000. The compensation package also includes benefits and a discretionary bonus.

Inclusion, work-life balance and benefits

You will thrive in our work environment, which fosters quality opportunities. Your unique perspective will spark the innovation we seek. Man Group is a global company with a culture that takes a learned and development-oriented approach to fostering an inclusive environment for everyone in our company and across the industry. Our comprehensive benefits package includes paid vacation, pension/VRS, health and long-term disability insurance; group life insurance; compensation; enhanced parental leave; and long-term leave entitlements. Depending on your location, you may enjoy additional benefits such as private health insurance, discounted gym memberships, and pet insurance.