ETF Portfolio Analyst - Research, Trade & Risk

Vident Financial, LLC; Alpharetta (GA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

PTO & holidays

Flexible benefits

Onsite gym

Medical insurance

Dental insurance

Vision insurance

EAP & Telehealth

Retirement plan

Job summary

Vident Asset Management, LLC is expanding its team in the greater Atlanta area with a Portfolio Analyst role. You will work closely with trading and portfolio management teams, supporting ETF and mutual fund management and client reporting.

The ideal candidate has a Finance degree, 2+ years in investment management, CFA candidacy, and strong Excel and Bloomberg Port knowledge. Team-oriented and detail-driven professionals thrive here.

Qualifications

• Bachelor's degree in Finance or similar required.
• 2+ years of experience in investment management or related studies.
• Pursuing CFA charter encouraged.
• Strong Excel and analytical skills essential.
• Excellent communication and problem-solving abilities.

Responsibilities

• Support ETF and mutual fund management activities.
• Assist product research, portfolio construction, and trade review.
• Monitor risk and performance; support client reporting.
• Collaborate with trading and portfolio management teams.
• Participate in presentations and conference calls.

Skills

Portfolio management

Excel

Analytical skills

Communication

Teamwork

Data analysis

Education

Bachelor's degree in Finance

Tools

Bloomberg Port

Job description

Vident Asset Management, LLC is expanding its team in the greater Atlanta area with a Portfolio Analyst role. You will work closely with trading and portfolio management teams, supporting ETF and mutual fund management and client reporting.

The ideal candidate has a Finance degree, 2+ years in investment management, CFA candidacy, and strong Excel and Bloomberg Port knowledge. Team-oriented and detail-driven professionals thrive here.