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Portfolio Analyst
Job Summary
A company is looking for a Portfolio Analyst to support the investment management process through research and analysis.
Key Responsibilities
- Manage and analyze portfolio performance reports using portfolio management software
- Guide the asset management transition and communicate with advisors regarding investment strategies
- Conduct research on investment opportunities and assist in trading-related tasks
Required Qualifications
- Bachelor's degree in Finance, Economics, Accounting, or a related field
- 3+ years of experience in portfolio analysis or investment research within the financial services industry
- Strong understanding of investment concepts and portfolio management principles
- Experience with portfolio management software
- CFA designation or progress towards it, and Series 65 or ability to obtain it is a plus
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COMPLETE JOB DESCRIPTION
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