Senior Portfolio Analyst

Job Summary

A company is looking for a Sr Portfolio Analyst who will assist the investment strategy team in providing investment and portfolio research.

Key Responsibilities

• Conduct market research and update analysis on market indicators
• Participate in due diligence for third-party managers and assist in drafting reports
• Integrate with the investment team and contribute insights during discussions

Required Qualifications

• 4-year degree in business, finance, or economics
• 4-7 years of experience in investments or financial products
• CFA or CAIA advanced designation preferred
• Commitment to high ethical standards and trustworthiness
• Excellent analytical and quantitative skills