Investment Portfolio Analyst

eToro; United States; Remote; USD 70,000 - 100,000; Full time

Job summary

A leading financial services firm seeks a Portfolio Analyst to enhance portfolio management and support Smart Portfolio initiatives. The role involves collaborating with teams, analyzing market data, and ensuring client satisfaction. Ideal candidates possess strong analytical skills and hands-on experience in financial markets.

Qualifications

• 2–3 years of experience in financial services or FinTech.
• Solid understanding of capital markets and portfolio management.
• Strong English communication skills, both written and verbal.

Responsibilities

• Collaborate with Smart Portfolio team; monitor rebalancing and corporate actions.
• Analyze portfolios for recommendations based on market developments.
• Engage with clients to ensure retention and explain methodologies.

Skills

Analytical skills

Problem-solving

Communication skills

Multitasking

Interpersonal skills

Attention to detail

Tools

Google Sheets

SQL

Job description

eToro has created an intuitive Social Trading platform that gives traders and investors access to global stock markets, commodity trading, cryptocurrency trading, and more. We strive to make money management available and accessible to everyone (even to users with no prior experience or knowledge). We have over 33 million users worldwide, and our platform is available in over 140 countries around the world.

With over 1500 employees worldwide, we have locations in the US, Cyprus, UK, Australia, Germany, and Israel, and we are constantly growing and expanding into new markets.

We are excited to share that we are looking for a Portfolio Analyst to join our team!

What will you be doing?

• Collaborating closely with the Smart Portfolio team under the guidance of the Investment Portfolios Team Leader.
• Monitoring existing Smart Portfolios, including managing events such as rebalancing, corporate actions, and investing idle cash.
• Analyzing current portfolios and providing recommendations for enhancements or changes based on market developments.
• Assisting in the research, design, and implementation of new Smart Portfolios, aligned with emerging investment trends.
• Engaging with large clients holding Smart Portfolios to ensure long-term retention, while explaining our methodology, performance, and the impact from capital markets.

Requirements

• 2–3 years of experience in the financial services or FinTech industry.
• Previous experience at an ETF or index provider is a strong advantage.
• Possesses a solid understanding of capital markets, with hands-on experience in managing portfolios or indices – a must.
• Is a proactive, hands-on individual who can ensure timely and efficient project delivery within scope and budget.
• Brings technical proficiency, including familiarity with tools like Google Sheets and SQL.
• Has very good English communication skills, both written and verbal.
• Is highly organized, with strong problem-solving, multi-tasking, and interpersonal abilities.
• Maintains a “can-do” attitude, is performance-driven, and results-oriented.
• Demonstrates strong communication and prioritization skills, especially under pressure.
• Can work independently as well as collaboratively on both strategic projects and daily operations.
• Pays great attention to detail and accuracy.