Portfolio Analyst

3 weeks ago


New York, New York, United States Innova Solutions Full time

Job Title: Portfolio Analyst

About the Role:

Innova Solutions is seeking a skilled Portfolio Analyst to join our team. As a Portfolio Analyst, you will work closely with the finance and investment teams to ensure that budgets are managed efficiently and portfolios are performing optimally.

Key Responsibilities:

  • Manage budgets and ensure efficient financial planning
  • Analyze financial data to identify trends and discrepancies
  • Communicate complex financial information to stakeholders
  • Work in a fast-paced environment with tight deadlines

Requirements:

  • Proficiency in Microsoft Excel and financial modeling
  • Familiarity with financial statements and budget management tools
  • Strong analytical and communication skills
  • Experience managing multiple tasks in a fast-paced environment

Preferred Qualifications:

  • Relevant experience in finance-related roles
  • Knowledge of financial software and presentation tools
  • Progress towards certifications such as CFA Level 1

About Innova Solutions:

Innova Solutions is a leading provider of technology and business transformation solutions. We are committed to providing our clients with innovative solutions that drive business growth and success.

Benefits:

  • Competitive pay range: $60-$80/hour
  • Medical and pharmacy coverage
  • Dental and vision insurance
  • 401(k) and health savings account
  • Flexible spending account and life insurance
  • Pet insurance and short-term and long-term disability
  • Accident and critical illness coverage
  • Pre-paid legal and ID theft protection
  • Sick time and paid leaves
  • Employee assistance program

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