Strategic Portfolio Analyst: Optimize Allocations

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

Job summary

An investment management company located in New York is seeking a Portfolio Strategy Analyst. In this role, you will conduct extensive portfolio analysis, assess risks, and support investment decisions using quantitative methods. The ideal candidate will have a Bachelor's degree in Finance or a related field, strong analytical skills, and proficiency in tools like Excel and PowerPoint. This position offers a competitive salary with total annual compensation ranging from $140,000 to $185,000.

Qualifications

• Bachelor’s degree in a related field.
• Strong understanding of financial markets and portfolio management.
• Advanced analytical skills with attention to detail.

Responsibilities

• Conduct portfolio-level analysis for performance and risk exposures.
• Develop financial models to support portfolio strategy.
• Analyze market trends affecting portfolios.

Skills

Portfolio analysis

Risk assessment

Market research

Analytical skills

Communication skills

Education

Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering

Tools

Excel

PowerPoint

Python

R

SQL

Job description

An investment management company located in New York is seeking a Portfolio Strategy Analyst. In this role, you will conduct extensive portfolio analysis, assess risks, and support investment decisions using quantitative methods. The ideal candidate will have a Bachelor's degree in Finance or a related field, strong analytical skills, and proficiency in tools like Excel and PowerPoint. This position offers a competitive salary with total annual compensation ranging from $140,000 to $185,000.