Portfolio Analyst

About This Role

This role involves participating in portfolio management and investment activities for balanced multi-asset class portfolios, providing service and support functions, and conducting detailed analysis of various investments. The Portfolio Analyst will be responsible for understanding and implementing diverse investment strategies for complex client needs.

Responsibilities

• Participate in portfolio management and investment activities for balanced multi-asset class portfolios, subject to customized client investment needs
• Provide service and support functions such as portfolio analysis and client/prospect meeting preparation
• Conduct detailed analysis of equity, fixed income, and opportunistic alternative investments as appropriate
• Prepare custom reports on specific investment opportunities in different strategies or asset classes
• Analyze complex financial information and ensure portfolio managers have adequate information for daily duties (with a strong focus on information systems and accuracy)
• Own trade execution and manage relationships with trade operation colleagues
• Create detailed presentations for regular updates or meetings with clients and prospects
• Establish strong working relationships with team members in New York and throughout the organization
• Assist in the management of all aspects of client relationships, including communication, trading, and coordination with Portfolio Managers, Strategic Advisors, and Client Service Team

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, Accounting or related subject
• Minimum of 1 year of experience
• Strong quantitative, analytical, and interpersonal skills
• Comfortable with Microsoft Office Suite (Word, Excel, PowerPoint)
• General knowledge of financial markets with an interest in alternative investments
• Strong academic background with emphasis on quantitative and/or financial coursework
• Self-starter with an entrepreneurial spirit
• Enthusiasm and passion for investments and capital markets
• High integrity and extremely strong work ethic
• Ability to multi-task and establish priorities
• Ability to work in the New York office five days a week

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, Accounting or related subject
• Minimum of 1 year of experience, 2-4 within the finance industry preferred

Nice to Have

• 2-4 years of experience within the finance industry
• Familiarity with Charles River, APX, FactSet, and Bloomberg
• Progress toward CFA designation

Skills

* Required skills

Benefits