Strategic Portfolio Advisory Analyst

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A financial services organization in New York is seeking a Portfolio Advisory Associate to support portfolio management and investment advisory teams. Key responsibilities include conducting quantitative analyses, preparing client presentations, and monitoring portfolios. Ideal candidates hold a Bachelor's degree in Finance, have strong analytical skills, and are proficient in Excel, with familiarity in tools like Bloomberg preferred. This is a full-time role within a dynamic and client-focused environment.

Qualifications

• Bachelor’s degree required in a relevant field.
• Strong analytical and detail-oriented mindset necessary.
• Experience in investment analysis or portfolio construction preferred.

Responsibilities

• Assist in preparing and reviewing portfolio performance reports.
• Conduct analysis of portfolio holdings and risk exposures.
• Support client onboarding and periodic portfolio review processes.

Skills

Analytical skills

Communication skills

Client engagement

Excel proficiency

Education

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or related field

Tools

Excel

Bloomberg

Python

R

SQL

Job description

A financial services organization in New York is seeking a Portfolio Advisory Associate to support portfolio management and investment advisory teams. Key responsibilities include conducting quantitative analyses, preparing client presentations, and monitoring portfolios. Ideal candidates hold a Bachelor's degree in Finance, have strong analytical skills, and are proficient in Excel, with familiarity in tools like Bloomberg preferred. This is a full-time role within a dynamic and client-focused environment.