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:

  • Bachelor’s degree or the equivalent combination of education and experience is required
  • MBA and/or CFA preferred
  • 2-3 years prior financial/investment experience.

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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