Senior Portfolio Analyst – US Equity Large Cap Value
Core
Analyze investment portfolios and develop institutional-level portfolio analysis, messaging, and content to inform key stakeholders while leveraging AI-enabled tools for data aggregation and synthesis.
Role type
Senior IC portfolio analyst (equity large cap value)
Builds
Institutional-level portfolio analysis, messaging, custom presentations, and sales/marketing collateral
Domain
Asset Management / US Equity Large Cap Value
Required skills
Portfolio analysis, financial market analysis, competitor analysis, asset class characteristics, portfolio construction, advanced analytics, AI-enabled tools, data sourcing, content creation, stakeholder communication, regulatory navigation
Preferred skills
CFA charter, Master's degree, investment experience (6+ years), AI automation expertise
Technologies
AI-enabled analytics, automation platforms, data aggregation tools
Responsibilities
Build deep subject matter knowledge of assigned strategies and portfolio manager thinking; Conduct analysis on investment strategies incorporating market conditions and positioning; Create custom, time-sensitive analysis and quarterly strategy updates; Support portfolio managers and specialists in responding to client inquiries; Develop sales and marketing collateral and provide franchise support on RFPs; Mentor new and junior team members
Seniority
Senior, hands-on IC