Senior Portfolio Analyst

1 month ago


Austin, United States augmentjobs Full time
Job DescriptionJob DescriptionJob Title: Senior Portfolio Analyst

Job Summary: The Senior Portfolio Analyst is responsible for analyzing and managing investment portfolios to optimize performance and achieve financial objectives. This role involves conducting in-depth research, developing investment strategies, and providing insights and recommendations to support portfolio management decisions.

Responsibilities:

  • Conduct detailed analysis of investment portfolios, including performance measurement, risk assessment, and asset allocation.
  • Develop and implement investment strategies and recommendations to enhance portfolio performance and align with client or organizational goals.
  • Monitor market trends, economic conditions, and investment opportunities to inform portfolio decisions and adjustments.
  • Prepare and present comprehensive reports on portfolio performance, including metrics, analysis, and strategic recommendations to senior management and stakeholders.
  • Collaborate with portfolio managers and investment teams to support portfolio management activities and ensure alignment with investment objectives.
  • Conduct research on individual securities, asset classes, and market sectors to provide insights and recommendations for portfolio adjustments.
  • Evaluate and analyze investment products, including mutual funds, ETFs, and alternative investments, to identify opportunities and risks.
  • Assist in the development and maintenance of financial models and forecasting tools to support portfolio analysis and decision-making.
  • Ensure compliance with investment policies, regulatory requirements, and internal procedures.
  • Stay informed about industry trends, regulatory changes, and best practices in portfolio management.

Qualifications:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field; Master's degree or MBA preferred.
  • Extensive experience in portfolio analysis, including expertise in investment research and portfolio management.
  • Strong understanding of investment principles, asset allocation, and risk management.
  • Proven ability to analyze financial data, develop investment strategies, and provide actionable recommendations.
  • Excellent analytical, problem-solving, and decision-making skills.
  • Proficiency in financial modeling, analysis tools, and portfolio management software.
  • Effective communication and presentation skills for conveying complex information to senior management and stakeholders.
  • Relevant certifications (e.g., Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA)) are a plus.


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