Senior Portfolio Analyst
3 days ago
Western & Southern Financial Group is seeking a highly skilled Senior Portfolio Analyst to join our Portfolio & Risk Analysis group. As a key member of the investment team, you will be responsible for working closely with operations to increase efficiency and data accuracy through improved reporting and dynamic portfolio analysis.
This is a unique opportunity to work with a broad range of asset classes and sectors within Fixed Income and Private Equity. You will collaborate with all areas within the Enterprise to review, validate, and enhance data used by the investment team, addressing data discrepancies and errors in a timely manner.
The ideal candidate will have a strong quantitative and analytical background, with proven experience in identifying and resolving complex problems. You will also have a strong working knowledge of Microsoft Office applications, specifically Excel modeling skills.
Key Responsibilities:
- Collaborate with the investment team and operations group to increase efficiency and data accuracy
- Maintain, enhance, and centralize internal portfolio, risk, and performance analysis tools and reporting
- Support data gathering and reporting for internal risk management and customized reporting for clients
- Assist with the use and maintenance of portfolio management and trading systems
Requirements:
- Bachelor's degree in business or quantitative-related field
- Typically requires three years of industry experience
- Proven strong quantitative and analytical skills
- Strong working knowledge of Microsoft Office applications
Why Join Us?
Western & Southern Financial Group offers a comprehensive benefits package, including medical, dental, vision, and life insurance, as well as a 401(k) savings plan and pension plan. We also offer paid time off, tuition reimbursement, and a range of other benefits to support your career and well-being.
Learn more about our company culture and benefits at www.westernsouthern.com/careers/home-office-careers.
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