Portfolio Analyst-Investments

Overview

Employer Industry: Financial Services

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.

• Salary up to $95,000 with a 20% annual bonus
• A rich benefits package including medical, dental, vision, and a 401(k) plan with matching company contributions
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually
• Fully remote work eligibility, allowing for flexibility in your work location
• An employee giving program that doubles matches your donations to eligible nonprofits and schools
• Opportunities for career growth and advancement within a supportive management environment

• Lead analysis in support of benchmarking, reporting, performance and attribution analysis, surveillance, and compliance testing
• Operate Bloomberg Terminal, Fact Set Workstation, S&P Global, ICE Index Platform, and other service providers for internal data distribution and market intelligence
• Provide support to the portfolio management team, including trade tracking, cash flow monitoring, and new-issue deal sourcing
• Improve operational efficiencies to enable portfolio optimization, data integrity, and reporting accuracy
• Perform ad-hoc analyses in response to market events, new business needs, and special projects

• Bachelor’s degree in Finance, Business, Mathematics, or related field
• A minimum of 4 years of relevant work experience in a principal investment business or a capital markets business
• Demonstrated strong financial modeling and analytical skills applied in an investment or capital market business environment
• Familiarity with fixed-income investments such as corporate bonds, structured securities, and private placements
• Project management experience and acute attention to detail

• Familiarity with Bloomberg and one of the major fixed-income analytics software programs (Fact Set, Aladdin, Bond Edge, etc.)
• Proficiency in Fact Set and performance analysis is a plus
• Progress toward or interest in obtaining CFA certification