
Portfolio Analyst
2 days ago
Job Overview
We are seeking a skilled Portfolio Analyst to join our team. As a Portfolio Analyst, you will play a crucial role in ensuring investment objectives are reflected across portfolios in scope.
Key Responsibilities:
- Maintain accurate and up-to-date records of portfolio positions and products versus client guidelines in collaboration with the Compliance team.
- Work closely with Portfolio Management to rebalance portfolios as needed.
- Assist with account transitions and cash flow management.
- Analyze performance and attribution data to inform investment decisions.
- Tag trades into risk categories within the portfolio.
- Perform other ad-hoc operational tasks as required.
Requirements
- Bachelor's degree or Master's degree with a minimum of 2 years of work experience.
- Strong understanding of fixed income, equities, and FX workflows, including knowledge of major cash and derivative instruments.
- Excellent communication skills to operate effectively in a complex financial environment.
- Proficiency in Excel and programming languages such as Python and VBA.
- Good understanding of portfolio risks and macro investment models.
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