Junior Portfolio Manager: Bloomberg Analytics & CFA Path

Insight Global; Louisville (KY); On-site; USD 68,880 - 82,656; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid sick leave

401k retirement account access with employer matching

Job summary

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.

Qualifications

• 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.

Responsibilities

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

Skills

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

Job description

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.