Portfolio Analyst

12 hours ago

Indian River Shores, United States Caelestibus Full time
Job DescriptionJob Description

We are currently seeking a Portfolio Analyst to join our team You will conduct quantitative analyses of various investment and financial programs. 

Responsibilities:

  • Conduct cost analysis on financial programs and operations
  • Determine financial status and analyze forecast results
  • Perform month-end client valuation for assigned funds  
  • Research and assess offshore and domestic fund options
  • Resolve accounting errors on a timely basis with documentation
  • Prepare profit and loss models

Qualifications:

  • Experience in accounting, finance, or other related fields
  • Advanced spreadsheet skills
  • Strong attention to detail
  • Strong analysis and critical thinking skills
Company DescriptionOur primary business consists of managing the investment accounts of high-net-worth individuals and Trusts. As a fee-only firm, there are never any conflicts of interest regarding our investment recommendations. Portfolios are typically managed on a discretionary basis using a variety of in-house investment strategies. Additionally, we offer financial planning to our clients at no extra charge. A hallmark of the firm is its ability to combine cutting edge technology and personalized service to meet the varied investment needs of our clients. Our services include a personal relationship with our portfolio managers and financial planners at no additional charge. We believe this commitment to client service is essential and fosters a much stronger relationship than the typical firm is able to offer. We pride ourselves on truly acting as holistic planners.Company DescriptionOur primary business consists of managing the investment accounts of high-net-worth individuals and Trusts. As a fee-only firm, there are never any conflicts of interest regarding our investment recommendations. Portfolios are typically managed on a discretionary basis using a variety of in-house investment strategies. Additionally, we offer financial planning to our clients at no extra charge. A hallmark of the firm is its ability to combine cutting edge technology and personalized service to meet the varied investment needs of our clients. Our services include a personal relationship with our portfolio managers and financial planners at no additional charge. We believe this commitment to client service is essential and fosters a much stronger relationship than the typical firm is able to offer. We pride ourselves on truly acting as holistic planners.

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