Portfolio Management Analyst

Position & Details

• Position: Portfolio Management Analyst
• Employment Type: Full-Time
• Job Duration: 12 Months—Renewable
• Work Location: Hybrid (On-site and in-office work options available)

Duties and Responsibilities

• Conduct research and analysis of financial markets and trends to identify investment opportunities
• Monitor and manage client portfolios, adjusting asset allocations as needed
• Prepare reports and presentations summarizing portfolio performance and risk factors
• Collaborate with portfolio managers and investment teams to develop investment strategies
• Communicate with clients regarding portfolio activities and investment objectives

Qualifications & Experience

• Current master's degree or related degree/certificate
• 3+ years of experience in a related field
• Proven track record in wealth management or asset allocation strategies
• Strong analytical skills, data analysis, and reporting abilities
• Excellent written and verbal communication skills
• Ability to work both independently and collaboratively within a team environment
• Valid work authorization in the U.S. or the ability to obtain the necessary sponsorship, if required

Candidate Requirements

• Good grades from a four-year university or equivalent are preferred
• A strong attention to detail and data accuracy
• Ability to work with large datasets and complex financial models
• Excellent presentation and client-facing communication skills
• Proficient in the MS Office suite, Excel, the Bloomberg Terminal, and/or relevant investment software

Benefits Information for New Hires

• Work—A Flexible and Dynamic Workplace
• Generous paid vacation and sick leave
• Comprehensive health, dental, and vision insurance
• Performance-Based Bonuses and Incentives