Portfolio Management Analyst

Overview

About Us:

Simon, Dill & Associates is a financial planning and wealth management firm dedicated to delivering exceptional financial solutions to our diverse clientele. We pride ourselves on our commitment to integrity and excellence in the financial industry. Join our team and contribute to our mission of helping clients achieve their financial goals.

• Competitive salary and performance-based bonuses
• Comprehensive benefits package, including health, dental, and retirement plans
• Opportunities for professional growth and continuing education support
• A dynamic and inclusive work environment that values teamwork and collaboration

We are seeking a motivated and detail-oriented Portfolio Management Analyst who has successfully completed Level 2 of the CFA Program. The successful candidate will work closely with our portfolio management team to support investment strategies, conduct research, and provide analytical insights that drive informed decision-making.

• Assist in the development and implementation of investment strategies and portfolio management processes
• Conduct quantitative and qualitative analysis of financial markets, securities, and economic trends
• Prepare detailed reports and presentations on portfolio performance and investment recommendations
• Collaborate with senior portfolio managers to monitor and rebalance portfolios in line with client objectives and market conditions
• Support the research and evaluation of new investment opportunities
• Maintain up-to-date knowledge of industry trends, regulatory changes, and best practices in portfolio management

• Successfully completed Level 2 of the CFA Program
• Bachelor’s degree in Finance, Economics, Business, or a related field
• 2+ years of experience in fund and multi-asset portfolio analysis
• Strong quantitative, analytical and problem-solving skills with a keen attention to detail
• Practical knowledge of MPT
• Proficiency in financial modeling and experience with data analysis tools. Strong skills in Excel and Monte Carlo analysis required
• Excellent written and verbal communication skills
• Ability to work collaboratively in a team-oriented environment and independently when required
• Security registrations required within 3 months of hire

• Progress toward CFA Level 3 is a plus
• Experience in specific asset classes such as equities, fixed income, or alternative investments
• Familiarity with portfolio management software and risk management tools

As part of the selection process, candidates will be provided several case studies for analysis. These case studies are designed to assess your analytical and problem-solving skills in real-world scenarios.

Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and interest in the position to  Please include "Portfolio Management Analyst Application" in the subject line.

Simon, Dill & Associates is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Note:

This job description is intended to convey information essential to understanding the scope of the Portfolio Management Analyst position. It is not intended to be an exhaustive list of skills, duties, responsibilities, or qualifications associated with the role.