Portfolio Analyst

Company: VirtualVocations
Location: Salem
Posted on: November 13, 2024

Job Description:

A company is looking for a Portfolio Analyst - Investments to join their Investment Management team.

Key Responsibilities

Lead analysis for benchmarking, reporting, performance, and compliance testing
Support the portfolio management team with trade tracking, cash flow monitoring, and data requests
Conduct fixed-income market research and improve operational efficiencies

Required Qualifications

Bachelor's degree in Finance, Business, Mathematics, or related field
2+ years of relevant work experience in a principal investment or capital markets business
Progress toward or interest in obtaining CFA is a plus
Familiarity with Bloomberg and fixed-income analytics software
Experience with Power BI or other data visualization tools is preferred

Keywords: VirtualVocations, Vancouver , Portfolio Analyst, Professions , Salem, Washington

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