Investment Portfolio Analyst & Research Associate
Grove Gallery & Interiors
14 days+
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Benefits offered by this job
Job summary
A financial services firm is seeking a Portfolio Administrator & Research Analyst to support portfolio management and investment research functions. Ideal candidates will have a bachelor's degree in finance or related field, with 1-3 years of relevant experience. Responsibilities include monitoring client portfolios, assisting with trading activities, and conducting market analysis. Opportunities for professional development including support for the CFA® program and mentorship from senior investment professionals are provided.
Qualifications
- 1-3 years of experience in investment research or portfolio management support.
- CFA® Program candidate or interest in pursuing CFA® designation.
- Experience with portfolio management systems or trading platforms preferred.
Responsibilities
- Support portfolio managers in client account management.
- Assist with portfolio rebalancing and cash management.
- Conduct analysis of existing portfolio holdings.
Skills
Analytical ability
Attention to detail
Communication skills
Collaboration skills
Curiosity
Education
Bachelor’s degree in finance, economics, business, or a related discipline
Tools
Microsoft Excel
PowerPoint
FactSet
Job description
A financial services firm is seeking a Portfolio Administrator & Research Analyst to support portfolio management and investment research functions. Ideal candidates will have a bachelor's degree in finance or related field, with 1-3 years of relevant experience. Responsibilities include monitoring client portfolios, assisting with trading activities, and conducting market analysis. Opportunities for professional development including support for the CFA® program and mentorship from senior investment professionals are provided.
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