Portfolio Analyst

Jobtailor; Cleveland (OH); On-site; USD 70,000 - 95,000; Full time

Job summary

Jobtailor is seeking an Investment Analyst in Cleveland to monitor portfolio performance, support rebalancing, and prepare investment reports for client meetings. You will collaborate with trading, operations, and compliance to ensure accurate trade execution and settlement.

The role requires a Bachelor's degree in a related field and at least 1 year of investment experience. CFA candidacy is preferred, with strong analytical and presentation skills to support consultants and advisors.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.

Responsibilities

• Monitor portfolio performance, asset allocation, and risk metrics.
• Prepare portfolio reviews, investment reports, and client presentation materials.
• Execute trades and support portfolio rebalancing according to investment policy guidelines.
• Coordinate with trading, operations, and compliance teams to ensure accurate trade execution and settlement.
• Provide portfolio analysis and reporting support for investment consultants and advisors during client meetings.
• Identify opportunities to improve investment reporting, workflows, and operational efficiency.

Skills

Analytical thinking

Attention to detail

Communication skills

Presentation skills

Collaboration

Client focus

Problem-solving

Organizational skills

Education

Bachelor's degree (Finance/Economics/Accounting/Business)

Tools

Investment Reporting Systems

Microsoft Excel

Job description

• Monitor portfolio performance, asset allocation, and risk metrics
• Prepare portfolio reviews, investment reports, and client presentation materials
• Execute trades and support portfolio rebalancing according to investment policy guidelines
• Coordinate with trading, operations, and compliance teams to ensure accurate trade execution and settlement
• Provide portfolio analysis and reporting support for investment consultants and advisors during client meetings
• Identify opportunities to improve investment reporting, workflows, and operational efficiency

Requirements

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field
• Minimum of 1 year of experience in investment management, institutional consulting, portfolio analysis, or related roles
• Strong analytical, quantitative, and organizational skills
• Proficiency in Microsoft Excel and investment reporting systems
• Knowledge of portfolio management, asset allocation, and capital markets
• CFA candidacy or progress toward a professional investment designation preferred
• Attention to detail
• Analytical thinking
• Communication and presentation skills
• Collaboration and teamwork
• Client focus
• Problem-solving and process improvement

Core Competencies

Demonstrates expertise in portfolio management, asset allocation, and investment reporting, with strong analytical and quantitative skills to enhance operational efficiency and client engagement.

Highest-signal resume keywords

• Portfolio Management
• Investment Reporting
• Microsoft Excel Proficiency
• Analytical Thinking
• Client Focus

ATS Optimization Keywords

Hard Skills

• Portfolio Analysis
• Risk Metrics Monitoring
• Trade Execution
• Asset Allocation
• Investment Policy Guidelines

Soft Skills

• Attention to Detail
• Communication Skills
• Collaboration
• Problem-Solving
• Organizational Skills

Certifications & Qualifications

• CFA Candidacy

Industry Keywords

• Investment Management
• Institutional Consulting
• Capital Markets

Tools & Technologies

• Investment Reporting Systems