Portfolio Management Analyst

Job Responsibilities

We are looking for an analyst to join our portfolio management team. The primary focus of this position is monitoring the performance of more than 50 portfolios and companies across various asset classes. Other responsibilities include:

• Ensuring the accuracy and completeness of financial data stored on an internal IT platform
• The ongoing identification and analysis of portfolio risk trends
• The Assessment of Credit and Liquidity Risks
• Stress testing for portfolios and support for asset and liability management
• Collaboration with credit rating agencies to establish and maintain credit ratings
• Assistance with preparing reports for investors

Candidate Requirements

Qualifications and experience:

• A degree in finance or accounting with strong financial analysis skills
• Highly self-motivated, with the ability to manage multiple tasks at once
• Experience with valuation methods (discounted cash flow, relative valuation) and credit rating processes and procedures, as well as with data aggregation and reporting
• Experience in a production environment evaluating and hedging trading strategies on a daily basis
• A collaborative, cross-functional work style characterized by high energy, enthusiasm, and drive
• Strong communication skills to express ideas verbally and in writing and build trust with counterparts
• Proficiency in Excel and Power BI
• Proven ability to deliver consistent, reliable, and timely results in a time-sensitive role
• Experience with Bloomberg or similar systems

Nice to Have

• Financial or accounting certification, such as CFA or CPA

US Pay Range

$100,000 - $175,000

You'll Thrive Here

You will thrive here if you bring a personal perspective to your career and are given the opportunity to do so. Your unique perspective will benefit all of our stakeholders. This is the best way to ensure that you have the resources you need to succeed. Through our culture and initiatives, we strive to create an environment where individuals can grow, develop their talents, and foster an inclusive environment for everyone in our company and across the industry.