Portfolio Analyst
Core
Support Portfolio Managers in managing balanced multi-asset class portfolios for diverse clients including individuals, families, and institutions.
Role type
Junior IC portfolio analyst (balanced multi-asset)
Builds
Balanced multi-asset class portfolios
Domain
Wealth management / Investment 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, Excel proficiency, Charles River, APX
Preferred skills
MBA progress, CFA progress, Equity Analyst experience, AI-enabled productivity tools
Technologies
Microsoft Office Suite, Charles River, APX
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, hands-on IC