Senior Analyst - Multi Asset Portfolio Solutions

Fanning Personnel; Chicago (IL); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

401(k)

Job summary

An established industry player is looking for a skilled Solutions Analyst to join their Portfolio Solutions team. This role requires a strong analytical background with at least 7 years of experience in asset management. You will conduct in-depth portfolio analyses, propose tailored solutions, and support the firm's standard models. The position offers a competitive compensation package and comprehensive benefits, making it an exciting opportunity for professionals seeking to make a significant impact in the finance sector. Join a team where your expertise in advanced investments and portfolio management will be valued and developed.

Qualifications

• 7+ years of experience preferred in asset management.
• Strong analytical skills required, especially in portfolio analysis.

Responsibilities

• Conduct in-depth analysis of advisors' current portfolios.
• Create proposed portfolio solutions and support standard models.

Skills

Analytical Skills

Morningstar Direct

Bloomberg

Python

R

Job description

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A well-established Asset Manager is seeking to add to their Portfolio Solutions team.

Key responsibilities include: conducting in-depth analysis of advisors' current portfolios, creating proposed portfolio solutions, and supporting the firm's standard models.

Qualifications: 7+ years of experience preferred, with strong analytical skills including proficiency in Morningstar Direct, Bloomberg, Python, and R.

Knowledge areas: understanding of advanced investments, portfolios, and funds, including portfolio characteristics, style analysis, performance measurement, Modern Portfolio Theory (MPT), tactical portfolio management, and volatility targeting.

Expertise in: portfolio construction, research, and analysis of funds.

Competitive compensation package and comprehensive benefits.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance

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Inferred benefits

Medical insurance, vision insurance, 401(k).

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Location: Chicago, IL | Salary: $100,000 - $130,000 | Posted: 1 week ago