Portfolio Analyst – Investments
The Standard
full-time
Posted on:
Location Type: Remote
Location: Remote • Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $85,000 - $95,000 per year
Job Level
Mid-LevelSenior
About the role
- Conducting thorough portfolio-level analytics and delivering insightful performance reports
- Collecting, processing, and ensuring accuracy of security-level data and trade entries
- Focus on fixed-income market research and preparation of a weekly tactical report
- Managing and validating investment data and spearheading process enhancements
- Responding to organizational data requests and engaging in vendor selection
Requirements
- Bachelor’s degree in Finance, Business, Mathematics, or a related field
- Minimum of four years’ relevant experience in principal investment or capital markets environments
- Strong financial modeling and analytical abilities within an investment or capital market setting
- Familiarity with fixed income investments such as corporate bonds, structured securities and private placements
- Progress toward, or a demonstrated interest in, obtaining the CFA designation is highly valued
- Familiarity with Bloomberg and at least one major fixed-income analytics platform (FactSet, Aladdin, Bond Edge, etc.)
- Project management experience
- Experience with Power BI or similar data visualization tools
Benefits
- A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
- An annual incentive bonus plan
- Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
- A supportive, responsive management approach and opportunities for career growth and advancement
- Paid parental leave and adoption/surrogacy assistance
- An employee giving program that double matches your donations to eligible nonprofits and schools
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelinganalytical abilitiesfixed income investmentscorporate bondsstructured securitiesprivate placementsdata processingportfolio-level analyticsperformance reportingprocess enhancements
Soft skills
organizational skillscommunication skillsproject managementvendor selection
Certifications
CFA designation