Portfolio Senior Analyst, AVP
Core
Support Passive Portfolio Manager in overseeing and maintaining performance of investment portfolios by tracking metrics, conducting data analysis, and preparing internal reports.
Role type
Senior Analyst (AVP level) in passive portfolio management
Builds
Index, model portfolio, and portfolio management data across multiple investment and operational systems
Domain
Financial services / Investment management / Passive strategies
Required skills
Quantitative analysis, Equity and fixed income instruments, Derivatives, Portfolio performance attribution, Risk exposure monitoring, Data integrity management, Financial dataset analysis
Preferred skills
CFA Charter or Level III candidate, VBA, Portfolio management systems
Technologies
Microsoft Excel, Bloomberg, Reuters
Responsibilities
Track key benchmark and portfolio metrics, Monitor index changes and corporate actions, Conduct portfolio cash flow analysis, Generate performance attribution reports, Monitor portfolio risk exposures, Coordinate with external stakeholders and internal teams
Seniority
Senior, hands-on IC