Equities portfolio Business Analyst

3 weeks ago

New York, United States Stratford Solutions Inc. Full time

Job Title: Equities Portfolio Business Analyst (Remote, Full-Time)

Location: Remote (United States)

Employment Type: Full-Time

Salary: $80 per hour

Challenge                                                                                                                                                                  As we continue to expand our operations, we are seeking a talented Equities Portfolio Business Analyst to join our team on a full-time remote basis.

Position Overview:                                                                                                                                              We are looking for an experienced Equities Portfolio Business Analyst to join our team. The successful candidate will work remotely and collaborate closely with our investment professionals to enhance our equity portfolio management processes. This role requires a deep understanding of equity markets, strong analytical skills, and the ability to translate business requirements into actionable insights.

Responsibilities:

  • Collaborate with portfolio managers, traders, and other front-office professionals to understand business needs and workflows.
  • Analyze current portfolio management processes and identify areas for improvement.
  • Develop and document detailed business requirements and specifications.
  • Work closely with technology teams to implement solutions and ensure alignment with business objectives.
  • Conduct user acceptance testing (UAT) to validate system changes and enhancements.
  • Provide ongoing support to investment professionals and assist with ad-hoc requests.
  • Stay informed about market trends and regulatory developments impacting equity portfolio management.

Qualifications:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Minimum of 8 years of experience in equities portfolio management or related roles.
  • Strong understanding of equity markets, trading strategies, and investment products.
  • Proven experience in business analysis, requirements gathering, and solution design.
  • Excellent analytical skills with the ability to interpret complex data and make informed decisions.
  • Proficiency in Microsoft Excel, SQL, and other analytical tools.
  • Familiarity with portfolio management systems and trading platforms.
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
  • Self-motivated with a strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
  • Relevant industry certifications (e.g., CFA, FRM) preferred but not required.

Who can Apply

  • US Citizen
  • Green Card Holder

  • Equities portfolio Business Analyst

    1 month ago

    New York, United States Stratford Solutions Inc. Full time

    Job Title: Equities Portfolio Business Analyst (Remote, Full-Time)Location: Remote (United States)Employment Type: Full-TimeSalary: $80 per hour ChallengeAs we continue to expand our operations, we are seeking a talented Equities Portfolio Business Analyst to join our team on a full-time remote basis.Position Overview:We are looking for an experienced...

  • Equities Portfolio Business Analyst

    1 month ago

    New York, United States Stratford Solutions Inc. Full time

    **Job Title**: Equities Portfolio Business Analyst (Remote, Full-Time) **Location**: Remote (United States) **Employment Type**: Full-Time **Salary**: $80 per hour Challenge As we continue to expand our operations, we are seeking a talented Equities Portfolio Business Analyst to join our team on a full-time remote basis. **Responsibilities**: -...

  • Equities portfolio Business Analyst

    1 week ago

    New York, United States Stratford Solutions Inc. Full time

    Job DescriptionJob DescriptionJob Title: Equities Portfolio Business Analyst (Remote, Full-Time)Location: Remote (United States)Employment Type: Full-TimeSalary: $80 per hour Challenge As we continue to expand our operations, we are seeking a talented Equities Portfolio Business Analyst to join our team on a full-time remote basis.Position Overview: We are...

  • Equities portfolio Business Analyst

    1 month ago

    New York, United States Stratford Solutions Inc. Full time

    Job DescriptionJob DescriptionJob Title: Equities Portfolio Business Analyst (Remote, Full-Time)Location: Remote (United States)Employment Type: Full-TimeSalary: $80 per hour Challenge As we continue to expand our operations, we are seeking a talented Equities Portfolio Business Analyst to join our team on a full-time remote basis.Position Overview: We are...

  • Business Development Analyst

    2 weeks ago

    New York, United States Millennium Management Corp Full time

    Business Development Analyst - Equity Analyst Due DiligenceOur Analyst Recruiting team identifies, evaluates and attracts the best possible talent to join our investment teams. As a Business Development Associate at Millennium, your primary responsibility will be to discover talent, while developing and maintaining strong relationships with both candidates...

  • Portfolio Analyst

    3 days ago

    New York, United States Rockefeller Financial Full time

    About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

  • Private Equity Analyst

    3 weeks ago

    New York, United States Syed Capital Full time

    We are seeking a motivated Private Equity Analyst to join our dynamic team. As a Private Equity Analyst, you will play a crucial role in evaluating investment opportunities, conducting daily financial analysis, and monitoring the portfolio of our private equity investments. You will work closely with senior members of the investment team and contribute to...

  • Private Equity Analyst

    2 weeks ago

    New York, United States Syed Capital Full time

    We are seeking a motivated Private Equity Analyst to join our dynamic team. As a Private Equity Analyst, you will play a crucial role in evaluating investment opportunities, conducting daily financial analysis, and monitoring the portfolio of our private equity investments. You will work closely with senior members of the investment team and contribute to...

  • Private Equity Analyst

    3 weeks ago

    New York, United States Syed Capital Full time

    We are seeking a motivated Private Equity Analyst to join our dynamic team. As a Private Equity Analyst, you will play a crucial role in evaluating investment opportunities, conducting daily financial analysis, and monitoring the portfolio of our private equity investments. You will work closely with senior members of the investment team and contribute to...

  • Private Equity Analyst

    3 weeks ago

    New York, United States Syed Capital Full time

    We are seeking a motivated Private Equity Analyst to join our dynamic team. As a Private Equity Analyst, you will play a crucial role in evaluating investment opportunities, conducting daily financial analysis, and monitoring the portfolio of our private equity investments. You will work closely with senior members of the investment team and contribute to...

  • Quantitative Equity Research Analyst

    3 weeks ago

    New York, United States RightWorks Staffing Full time

    Outstanding opportunity for a quant equity research analyst to join a boutique well respected elite hedge fund !! Perform technical computing and statistics in a vast global equity market, working with factor portfolios and portfolio construction on L/S and long only strategies. Analyze investment process, alpha modeling and portfolio optimization. Conduct...

  • Private Equity Analyst

    7 days ago

    New York, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob Description: As a Private Equity Analyst, you will be responsible for conducting comprehensive financial analysis, due diligence, and market research to support investment decisions within the private equity firm. Your primary duties will include evaluating potential investment opportunities, performing financial modeling,...

  • Vice President

    3 weeks ago

    New York, United States Business Contract Technologies Full time

    Job DescriptionJob DescriptionPosition DescriptionOur client is currently seeking a Vice President to be a key member of our Portfolio Management / Special Assets team to support portfolio management and investment recovery efforts on distressed investments. The position is located in Chicago or New York.ResponsibilitiesActive supporting role to Managing...

  • Portfolio Analyst

    1 month ago

    New York, United States Banc of California Full time

    Overview: Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small-, middle-market, and...

  • Healthcare Equity Research Analyst

    1 day ago

    New York, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob Description:As a Healthcare Equity Research Analyst, you will be responsible for conducting in-depth analysis of healthcare-related companies, sectors, and trends to provide insights and recommendations to investors. You will closely monitor healthcare industry dynamics, regulatory changes, technological advancements, and...

  • Sponsor Finance

    1 month ago

    New York, United States SMBC Group Full time

    Role Description SMBC is hiring an Analyst within the Sponsor Finance - Portfolio Management and Portfolio Origination team. This position is responsible for managing a mid market and large cap portfolio of Private Equity backed Leveraged Loans that are primarily rated single-B (or equivalent). This role is responsible for credit monitoring as well...

  • ESG Private Equity Analyst

    6 days ago

    New York, United States augmentjobs Full time

    Job DescriptionJob DescriptionOverview: As an ESG (Environmental, Social, and Governance) Private Equity Analyst, you will be responsible for conducting in-depth analysis of investment opportunities within the private equity space, focusing on companies that exhibit strong ESG principles. Your role will involve assessing the financial performance, market...

  • Director, Fundamental Equity Business Development

    2 weeks ago

    New York, United States Schonfeld Full time

    The Role We are seeking a talented individual to join Schonfeld as Director, US Fundamental Equity (FE) Business Development. This role serves as the first point of contact for any potential Portfolio Manager (PM), Associate PM, and Analyst. This person will have experience recruiting on behalf of a US Fundamental, long-short business on the buy-side over...

  • Lead Quantitative Portfolio Manager | Systematic Equities

    7 days ago

    New York, United States Non-Disclosed Full time

    An established, well-resourced quantitative hedge fund is in search of a Lead Quantitative Portfolio Manager to build and lead a high-capacity systematic equities business. This is the opportunity to drive PnL in a collaborative and high-performing atmosphere. This opportunity offers unmatched visibility, directly facing-off with C-Suite, and an incredible...

  • Lead Quantitative Portfolio Manager | Systematic Equities

    1 day ago

    New York, United States Non-Disclosed Full time

    An established, well-resourced quantitative hedge fund is in search of a Lead Quantitative Portfolio Manager to build and lead a high-capacity systematic equities business. This is the opportunity to drive PnL in a collaborative and high-performing atmosphere. This opportunity offers unmatched visibility, directly facing-off with C-Suite, and an incredible...