Junior Portfolio Analyst

Angel Oak Mortgage Solutions; Atlanta (GA); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a motivated Junior Portfolio Analyst to join their dynamic Portfolio Management team. This role offers a unique opportunity to contribute to the success of a growing asset management firm focused on public strategies like mutual funds and ETFs. The successful candidate will assist in credit research, market analysis, and portfolio management activities, working closely with experienced portfolio managers. If you are detail-oriented and passionate about finance, this is the perfect opportunity to grow your career in a supportive environment.

Qualifications

• Strong understanding of financial markets and fixed income analytics.
• Ability to work effectively both independently and within a team.

Responsibilities

• Conduct research and prepare reports on issuers and market trends.
• Develop and maintain financial models to evaluate investment opportunities.

Skills

Detail-oriented

Financial analysis

Market analysis

Data analytics

Communication skills

Organizational skills

Education

Bachelor’s degree in Finance

Bachelor’s degree in Economics

Bachelor’s degree in Accounting

Tools

Microsoft Excel

Microsoft PowerPoint

Bloomberg

Python

VBA

SQL

Job description

Job Details

Description

We are seeking a motivated and detail-oriented Junior Portfolio Analyst to join our Portfolio Management team. In this role, you will be responsible for supporting Angel Oak’s public strategies which include mutual funds, ETFs and SMAs. The successful candidate will support portfolio managers and senior analysts in conducting credit research, market analysis, data analytics and portfolio management activities. This is a unique opportunity to contribute to the success of a dynamic and growing asset management firm in the fixed income space.

Responsibilities

• Conduct research and prepare reports on issuers, sectors, and market trends.
• Assist in preparing presentations, reports and due diligence requests for internal and external stakeholders.
• Work closely with the investment team to provide analytics and insights for portfolio construction and asset allocation decisions.
• Develop and maintain financial models to evaluate investment opportunities.
• Enhance reporting frameworks for structured credit investments, ensuring accurate and timely reporting to investment teams, senior management and clients.
  
  

Qualifications

Minimum:

The selected candidate should be a detail oriented, highly motivated, organized, and self-directed individual who is constantly striving to exceed expectations. The candidate will consistently maintain a positive attitude, a high level of activity and be motivated by surpassing goals and contributing to the success of the team.

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• Strong understanding of financial markets and knowledge of fixed income analytics.
• High level of Proficiency in Microsoft Excel and PowerPoint.
• Excellent written and verbal communication skills.
• Ability to work effectively both independently and within a team environment.
• Strong organizational skills and ability to manage multiple tasks simultaneously.
  
  

Preferred

• Familiarity with programming languages (e.g., Python, VBA, SQL).
• Experience with Bloomberg.
• Internship experience in finance, asset management, or related fields.
  
  

Angel Oak Capital Advisors provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.