Analyst, Portfolio Management
Core
Support day-to-day fund management and implementation of investment philosophy by monitoring securities, analyzing corporate actions, and ensuring portfolio accuracy.
Role type
Junior IC portfolio management analyst
Builds
Client portfolios and fund positions
Domain
Asset Management / Equities
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Corporate action analysis, Security monitoring, Portfolio reporting, Returns calculation, Market value calculation, Process improvement, Cross-functional communication, Data analysis
Preferred skills
Programming (Python, SQL, VBA), Database management, Financial market knowledge, Academic research understanding
Responsibilities
Coordinate with Portfolio Managers on corporate actions and cash balances, Monitor and analyze securities for significant changes, Assist with portfolio reporting including returns and market value calculations, Execute special projects including portfolio and index analysis, Propose improvements to business processes, Communicate with Traders, Operations, and custodian banks
Seniority
Entry-level, hands-on IC