Portfolio Analyst
Core
Support Portfolio Managers in managing balanced multi-asset class portfolios for diverse clients including individuals, families, and institutions.
Role type
Portfolio Analyst
Builds
Balanced multi-asset class portfolios
Domain
Investment Management / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
quantitative analysis, financial modeling, equity analysis, fixed income analysis, alternative investment analysis, Microsoft Excel proficiency, Charles River platform usage, APX platform usage, client relationship management, trading coordination
Preferred skills
MBA progress, CFA progress, Equity Analyst experience, AI-enabled productivity tool usage
Technologies
Charles River, APX, Microsoft Office Suite
Responsibilities
Manage liquidity needs for client portfolios, analyze equity and fixed income investments, develop investment strategies with the Portfolio Management team, assist in client relationship management including communication and trading coordination
Seniority
Junior, individual contributor