Analyst, Portfolio Fund Solutions
Core
Deliver portfolio analysis and reporting by evaluating exposures, performance trends, and risk characteristics across funds and mandates to support portfolio oversight and informed fund selection.
Role type
Senior IC portfolio analyst (asset management)
Builds
Structured insights for portfolio oversight and risk management
Domain
Asset & Portfolio Management
Deliverable
dashboards & analysis
Required skills
Evaluating credit portfolios, Analyzing performance drivers, Assessing risk characteristics, Interpreting market information, Validating data, Collaborating with portfolio managers
Preferred skills
Active Investment Management, Compliance, Financial Analysis
Responsibilities
Evaluate exposures and risk characteristics across funds, Convert portfolio data into structured insights, Support portfolio construction decisions, Produce analytical outputs for risk management, Gather inputs from research teams, Validate data within investment frameworks