Portfolio Analyst recruitment
The Portfolio Analyst will have a in-depth understanding of the capital markets and understand key elements of portfolio construction.
Duties/Responsibilities:
- Be responsible for performing rigorous investment portfolio analysis both at the constituent and aggregate level
- Work with internal sales people, portfolio consultants and financial intermediaries to address asset allocation challenges
- Study and analyze the inner workings of investment portfolios
- Apply diagnostic tests to these portfolios looking to uncover unintended bets, imbalances, deficiencies etc
- Apply scenario and stress testing to portfolios according to specific advisor concerns
- Draw detailed conclusions and summarize findings with specific action steps to be taken
- Have a fundamental understanding of all the firms investment strategies and how they fit into a portfolio
- Evaluate the competitive landscape to learn the key differentiators and distinguishing characteristics
- Know strengths and weaknesses of the firms competitors’ product sets
- Continuously investigate, explore and identify tools, techniques and metrics relating to risk measurement and asset allocation
QUALIFICATIONS
5+ years of prior related experience in the financial services industry along with strong analytical and quantitative skills. Proficiency in software’s such as: Bloomberg and Morningstar. Pursuit of advanced degree or CFA is preferred! Please forward your resume to jd.parking@roberthalffsg.com or call me at 617.824.4646.