The Standard
Portfolio Analyst-Investments
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Job Description
- Req#: REQ006065
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $95,000 with a 20% annual bonus
- A rich benefits package including medical, dental, vision, and a 401(k) plan with matching company contributions
- Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually
- Opportunities for career growth and advancement within a supportive management environment
- Fully remote work eligibility, allowing for flexibility in your work location
- An employee giving program that double matches your donations to eligible nonprofits and schools
What to Expect (Job Responsibilities):
- Lead analysis in support of benchmarking, reporting, performance and attribution analysis, surveillance, and compliance testing
- Operate Bloomberg Terminal, FactSet Workstation, S&P Global, ICE Index Platform, and other service providers for internal data distribution and market intelligence
- Provide support to the portfolio management team, including trade tracking, cash flow monitoring, and new-issue deal sourcing
- Improve operational efficiencies to enable portfolio optimization, data integrity, and reporting accuracy
- Perform ad-hoc analyses in response to market events, new business needs, and special projects
What is Required (Qualifications):
- Bachelor’s degree in Finance, Business, Mathematics, or related field
- A minimum of 4 years of relevant work experience in a principal investment business or a capital markets business
- Demonstrated strong financial modeling and analytical skills applied in an investment or capital market business environment
- Familiarity with fixed-income investments such as corporate bonds, structured securities, and private placements
- Project management experience and acute attention to detail
How to Stand Out (Preferred Qualifications):
- Familiarity with Bloomberg and one of the major fixed-income analytics software programs (FactSet, Aladdin, Bond Edge, etc.)
- Proficiency in FactSet and performance analysis is a plus
- Progress toward or interest in obtaining CFA certification
#FinancialServices #Investments #RemoteWork #CareerGrowth #CompetitiveBenefits
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