Portfolio Management Analyst

Position & Details

• Position: Portfolio Management Analyst
• Employment Type: Full-Time
• Job Duration: 12 Months-Renewable
• Work Location: Hybrid (On-site/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

Qualification & Experience

• Current Master's degree or related degree/certificate
• 3+ years experience in 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 independently and collaboratively within a team environment
• Valid work authorization in the U.S. or ability to obtain relevant sponsorship if required

Candidate Requirements

• Good grades from a four-year university or equivalent preferred
• 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 MS Office suite, Excel, Bloomberg Terminal, and/or relevant investment software

Benefits Information for New Hires

• Work-Flexible and dynamic workplace
• Generous paid vacation and sick time
• Comprehensive health, dental, and vision insurance
• Performance-based bonuses & incentives