Portfolio Investment Analyst - Equity
Core
Portfolio Investment Analyst supporting Equity and Multi-Asset portfolio managers and traders with day-to-day portfolio modeling, order entry, and trade cycle management.
Role type
Portfolio Investment Analyst (IC)
Builds
Portfolio models, trade allocations, and order execution for client accounts
Domain
Asset Management / Equity Investing
Required skills
Equity analytics, Fixed income analytics, Derivative analytics, Portfolio modeling, Order entry management, Trade cycle monitoring, Cash flow management, Exposure monitoring
Preferred skills
MBA progress, MS in Finance, CFA designation, Direct equity portfolio experience
Technologies
Internal portfolio management systems, Trade modeling systems
Responsibilities
Facilitate advanced trading processes and resolve order entry issues, Partner with portfolio management on strategy modeling and trade allocations, Coordinate with compliance and legal on transactions, Monitor portfolio analytics and manage accurate orders through the trade cycle
Seniority
Mid-level, hands-on IC