Portfolio Analyst

4 weeks ago

Germantown, United States Shoemaker Financial Full time
Job DescriptionJob Description

Shoemaker Financial is seeking a talented and motivated Investment Portfolio Analyst to join our team. The Investment Portfolio Analyst will play a key role in supporting the management and optimization of investment portfolios. The ideal candidate will possess strong analytical skills, attention to detail, and a passion for financial markets.

Responsibilities:

  1. Assist in the construction and maintenance of investment portfolios, including asset allocation, security selection, and portfolio optimization.
  2. Monitor portfolio performance and conduct periodic reviews to ensure alignment with investment objectives and guidelines.
  3. Generate investment ideas and recommendations based on fundamental and quantitative analysis.
  4. Develop and maintain financial models and valuation analyses to support investment decision-making.
  5. Prepare investment proposals, presentations, and reports for clients, advisors, and management.
  6. Collaborate with portfolio managers and investment professionals to implement investment strategies and tactical asset allocation decisions.
  7. Assist with portfolio rebalancing, trade execution, and other portfolio management activities.
  8. Stay abreast of market developments, economic trends, and regulatory changes affecting portfolios. Train and educate financial professionals on these topics and the investment porfolios.
  9. Contribute to the development and enhancement of investment processes, tools, and systems.

Qualifications:

  • Bachelor's degree and actively holds SIE and Series 7 license.
  • 5+ years of experience in investment management, asset management, or related field.
  • Strong analytical skills, with proficiency in Excel and financial modeling.
  • Knowledge of investment principles, financial markets, and portfolio management techniques.
  • Familiarity with investment research tools and databases.
  • Excellent communication and presentation skills.
  • Detail-oriented with a commitment to accuracy and quality.
  • Ability to work effectively both independently and as part of a team.
  • Strong organizational skills and ability to manage multiple projects simultaneously.
Company DescriptionShoemaker Financial was founded in 1978 in Memphis, TN. Over the past 40+ years, our firm has grown to include 8 branch offices and over 100 driven and experienced professionals. We partner with clients by providing financial advice, insurance and investment products, and customized solutions to meet each client's goals. Internally, our company empowers employees through mentorship to achieve professional and personal success. We have a robust support team who partner with our financial advisors and their staff to service our clients. Our success is rooted in our core values of Integrity, Trust, and Mutual Respect. We have earned long-running accolades of National Best and Brightest Companies to Work For (2012 to present) and locally Top Places to Work (2013 to present). We pride ourselves on doing what is best for our clients and our team, and we are committed to nurturing a professional and connected workplace.

Benefits for full time employees include:
+ Medical, dental, & vision insurance with optional HRA
+ PTO (starting 15 days per year & increases to 25 with tenure)
+ 8 1/2 Paid Holidays
+ Simple IRA with 3% Employer Match
+ Long term & short term DI (fully paid by employer)
+ $20,000 life insurance policy (fully paid by employer)Company DescriptionShoemaker Financial was founded in 1978 in Memphis, TN. Over the past 40+ years, our firm has grown to include 8 branch offices and over 100 driven and experienced professionals. We partner with clients by providing financial advice, insurance and investment products, and customized solutions to meet each client's goals. Internally, our company empowers employees through mentorship to achieve professional and personal success. We have a robust support team who partner with our financial advisors and their staff to service our clients. Our success is rooted in our core values of Integrity, Trust, and Mutual Respect. We have earned long-running accolades of National Best and Brightest Companies to Work For (2012 to present) and locally Top Places to Work (2013 to present). We pride ourselves on doing what is best for our clients and our team, and we are committed to nurturing a professional and connected workplace.\r
\r
Benefits for full time employees include:\r
+ Medical, dental, & vision insurance with optional HRA\r
+ PTO (starting 15 days per year & increases to 25 with tenure)\r
+ 8 1/2 Paid Holidays\r
+ Simple IRA with 3% Employer Match\r
+ Long term & short term DI (fully paid by employer)\r
+ $20,000 life insurance policy (fully paid by employer)

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