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Portfolio Analyst

Job in Des Moines, Polk County, Iowa, 50319, USA
Listing for: Virtual Vocations Inc
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A company is looking for a Portfolio Analyst-Investments to join their Investment Management team.

Key Responsibilities Conduct portfolio-level analytics and deliver performance reports Manage and validate investment data while enhancing operational efficiencies Support portfolio management through trade tracking, cash flow monitoring, and vendor relationship management

Required Qualifications Bachelor's degree in Finance, Business, Mathematics, or a related field Minimum of four years' relevant experience in principal investment or capital markets Strong financial modeling and analytical abilities in an investment setting Familiarity with fixed income investments and major analytics platforms Progress toward or interest in obtaining the CFA designation is valued
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