Overview
Portfolio Analyst
We’re looking for the expertise of an experienced Portfolio Analyst to work closely with portfolio managers, traders, research analysts and investment operations professionals.
The position requires a familiarity with fixed income investing, an interest in and knowledge of portfolio analysis and implementation techniques; entails significant technology engagement; demands effective communication and data management capabilities; requires attention to detail, and calls for an independent individual who will seek continuous improvement of investment processes and skills.
Responsibilities:
- This individual will report to the Head of Portfolio Analysis and will work closely with portfolio managers, traders, research analysts and investment operations professionals
- Ensure that a large number of portfolios are structured appropriately relative to their benchmarks, and strategies as developed by the portfolio management team
- Ensure portfolio targets for cash, duration, and currency exposures are managed appropriately in accordance with Portfolio Managers
- Analyze shareholder/client activity and work with Portfolio Managers on investment and divestment options
- Coordinate billing with the Accounting
- Provide analytical support to the portfolio management team to help make portfolio-level decisions
- Perform detailed quarterly financial statement analysis, review of rent rolls, current and future cash flow and forecasting of both present value and cash flows
Requirements:
- BA/BS degree in finance, or economics or related field
- Minimum of 2 years of relevant experience
- Knowledge of DCF, NPV and cash flow models
- Strong financial and analytical ability with solid organizational skills and the ability to multi-task
- Significant experience in budgeting and financial management
Locations: Alabama, Nevada, New Jersey, Virginia, New Mexico, Washington, California, Florida, Nebraska, Minnesota, Maryland, Missouri, Georgia, Delaware, Texas and New York
If you meet the above requirements and want to make a career-changing move, apply today by either filling in the online application form or by emailing your resume to Financialcareers@hireresolve.us.com
Alternatively, you are welcome to connect with the Finance team Caitlin, Samantha, Erin or Lauren on LinkedIn.
Please note that correspondence will only be conducted with shortlisted candidates for this position.
Please consider your application unsuccessful if you do not hear from us within 3 days.
