Jr. Investment Portfolio Manager

Insight Global; Louisville (KY); Vor Ort; USD 68.880 - 82.656; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

Paid sick leave

401k retirement account access with employer matching

Zusammenfassung

Insight Global is looking for a Jr. Investment Portfolio Manager for a client in Louisville, KY. This position entails supporting portfolio management through analysis, frequent use of Bloomberg and Excel, and collaborating with stakeholders. This role is ideal for an early-career investment professional keen on personal and professional growth within the Kentucky market.

The position offers a compensation of $50-60/hr, along with a comprehensive benefits package starting from the 31st day of employment, which includes medical, dental, vision insurance, HSA, FSA, and 401k options.

Qualifikationen

• Experience in investment management, portfolio support, or related buy-side role.
• Daily hands-on experience with Bloomberg.
• Desire to pursue CFA and improve technical proficiency.

Aufgaben

• Support portfolio management activities through deep analytical work.
• Collaboration with internal stakeholders and external investment managers.
• Exposure to portfolio construction and performance analysis.

Kenntnisse

Experience in investment management

Daily hands‑on experience with Bloomberg

Exposure to portfolio analytics

Interest in automation and process improvement

Open‑minded and coachable

Desire to pursue CFA

Tools

Bloomberg

Excel

Clearwater Analytics

VBA

Python

Jobbeschreibung

Insight Global is looking for a Jr. Investment Portfolio Manager for a client in Louisville, KY! Below is more information of what we're looking for in a candidate in the role:

Must-Haves

• Experience in investment management, portfolio support, or related buy-side role
• Daily hands‑on experience with Bloomberg
• Exposure to portfolio analytics, reporting, or performance attribution
• Interest in automation and process improvement
• Open‑minded, coachable, and eager to improve efficiency and technical proficiency
• Desire to pursue CFA
• Willingness to be based long‑term in Kentucky

Plusses

• Experience with Clearwater Analytics
• Light trading or trade support exposure
• VBA, Python, or other automation tools

Job Description

Insight Global is seeking a Jr. Investment Portfolio Manager for a respected buy‑side asset management client based in Kentucky. This individual will support portfolio management activities through deep analytical work, heavy use of Bloomberg and Excel, and collaboration with internal stakeholders and external investment managers. The role offers exposure to portfolio construction, performance analysis, and light trading without the pressure of sitting at a trading desk all day. The team values curiosity, efficiency, and continuous improvement, providing a relaxed but professional culture with no surprises. This is an excellent opportunity for an early‑career investment professional looking to grow long‑term in the Kentucky market and pursue the CFA path.

Compensation: $50-60/hr

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law