ETF Portfolio Analyst: Data-Driven Investing

Vident Financial, LLC

Alpharetta (GA)

Hybrid

USD 65,000 - 100,000

Full time

8 days ago
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Benefits offered by this job

PTO + holidays
Flexible working benefits
Onsite gym discount
Medical, dental, vision

Job summary

Vident Asset Management, LLC is seeking a Portfolio Analyst to join our team in the greater Atlanta area. You will work with our trading and portfolio management teams to support ETF and mutual fund management, perform research, and assist with trade workflow and risk monitoring.

The role requires a Finance background, 2+ years in investment management, and a willingness to learn in a fast-paced environment. Collaboration, accuracy, and strong Excel skills are essential for success.

Qualifications

  • Bachelor’s degree in Finance or similar required.
  • 2+ years of experience in investment management or related academic study.
  • Experience with Bloomberg Port and advanced Excel skills.
  • Strong analytical, communication, and problem-solving abilities.

Responsibilities

  • Support ETF and mutual fund management, including product research and portfolio construction.
  • Assist in trade review, risk management and performance monitoring.
  • Collaborate with trading, portfolio management and operations teams.
  • Prepare client reports and perform regular internal reporting.
  • Contribute to presentations and conference calls.

Skills

Analytical skills
Communication
Problem solving
Team player
Quantitative analysis

Education

Bachelor’s degree in Finance or similar

Tools

Bloomberg Port
Excel
Microsoft Office

Job description

Vident Asset Management, LLC is seeking a Portfolio Analyst to join our team in the greater Atlanta area. You will work with our trading and portfolio management teams to support ETF and mutual fund management, perform research, and assist with trade workflow and risk monitoring.

The role requires a Finance background, 2+ years in investment management, and a willingness to learn in a fast-paced environment. Collaboration, accuracy, and strong Excel skills are essential for success.

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