Portfolio Analyst: SMA & ETF Strategies | Flexible Benefits

Vident Asset Management; Alpharetta (GA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

PTO + 10 holidays

Flexible working benefits

Onsite gym discount

Medical, dental, vision insurance

EAP and Telehealth with mental health

Short and long term disability

SIMPLE IRA with up to 3% match

Job summary

Vident Asset Management in the greater Atlanta area is seeking a Portfolio Analyst to join our SMA team. You will assist portfolio managers, conduct product research, run portfolio optimizations, and support client reporting and trade execution.

Ideal candidates have a finance-related degree and 2+ years in investment management, strong Excel and analytical skills, and an eagerness to learn; collaboration and clear communication are essential in our fast-paced, team-oriented environment.

Qualifications

• Bachelor's degree in Finance, Engineering, CS or related field.
• 2+ years in investment management.
• Interest in CFA/FRM/FINRA Series 65.
• Strong Excel and MS Office skills.
• Ability to analyze portfolio data and communicate insights.

Responsibilities

• Assist Portfolio Managers, conduct product research, perform portfolio optimizations, review and execute trades, generate reports.
• Analyze performance and onboarding new clients.
• Collaborate within the team and across the organization; proactive communication.

Skills

Portfolio management

Financial analysis

Analytical skills

Teamwork

Communication

Education

Bachelor's degree in Finance, Engineering, Computer Science or similar

Tools

Bloomberg Port

Orion

Excel

Job description

Vident Asset Management in the greater Atlanta area is seeking a Portfolio Analyst to join our SMA team. You will assist portfolio managers, conduct product research, run portfolio optimizations, and support client reporting and trade execution.

Ideal candidates have a finance-related degree and 2+ years in investment management, strong Excel and analytical skills, and an eagerness to learn; collaboration and clear communication are essential in our fast-paced, team-oriented environment.