Portfolio Analyst - ETF/Mutual Fund Trading & Analytics

Vident Asset Management; Alpharetta (GA); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Daily Paid Lunch for Onsite Employees

EAP and Telehealth with Mental Health

Job summary

Vident Asset Management, LLC is expanding its team in the greater Atlanta area with a Portfolio Analyst role. You will work closely with our trading and portfolio management teams, both locally and virtually, to support ETF and mutual fund management.

The ideal candidate has a finance degree, 2+ years in investment management, and is pursuing a CFA charter. You will contribute to research, portfolio construction, trade review, risk monitoring, and client reporting in a fast-paced, collaborative

Qualifications

• Bachelor’s degree in Finance or a related field.
• 2+ years in investment management or related study.
• CFA Charter in progress or holder.
• Strong Excel and Microsoft Office skills.
• Experience with Bloomberg Port.
• Strong problem solving, communication, and analytical abilities.
• Interest in learning new technology and financial techniques.
• Ability to work in a fast-paced, collaborative environment.

Responsibilities

• Support ETF and mutual fund management, including product research and implementation.
• Assist portfolio construction, trade review, risk management, and performance monitoring.
• Maintain attention to detail and understand fund investment objectives.
• Collaborate with trading, portfolio management, and operations teams.
• Prepare client reporting and internal reporting.
• Assist with reconciliation and trade workflow improvements.
• Participate in presentations and conference calls.

Skills

Excel

Communication

Analytical skills

Problem solving

Quantitative analysis

Teamwork

Portfolio concepts

Education

Bachelor’s degree in Finance or related field

CFA Charter (in progress or holder)

Tools

Bloomberg Port

Job description

Vident Asset Management, LLC is expanding its team in the greater Atlanta area with a Portfolio Analyst role. You will work closely with our trading and portfolio management teams, both locally and virtually, to support ETF and mutual fund management.

The ideal candidate has a finance degree, 2+ years in investment management, and is pursuing a CFA charter. You will contribute to research, portfolio construction, trade review, risk monitoring, and client reporting in a fast-paced, collaborative