Portfolio Analyst

Job Purpose:

  • The Portfolio Analyst is responsible for assisting PMs in all aspects of the management of equity portfolios, both domestic and international, including commingled funds, mutual funds, stand-alone accounts, and exchange traded funds (ETFs).

Your Responsibilities:

  • Monitor index changes and create test indices for trading
  • Ensure data integrity on index composition and portfolio holdings
  • Conduct research on corporate actions and/or index changes
  • Verify internally calculated index and portfolio returns
  • Prepare trades for index changes under guidance of PMs
  • Monitor trading strategies and trade executions
  • Assist in ad hoc internal and external client requests
  • Assist in preparing portfolio attribution reports and assist in other ad hoc department projects.

Skills and Qualifications:

  • The qualified candidate will possess a Bachelor’s degree with 2-3 years of financial/investment experience along with a general understanding of equity and derivatives markets and investment terminology
  • MBA/CFA candidate preferred
  • The incumbent should also have strong technical and analytical skills, strong spreadsheet skills, excellent verbal, written and communication skills along with strong organizational skills and ability to work well in a team environment
  • Additionally, the Portfolio Analyst must be willing to work market hours.

Source: for more information click here.

More Information

  • Experience 1-3 Years
  • This job has expired!
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Company Information
  • Specialism Custodians
  • Address 225 Liberty St New York, New York 10281 United States
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