Portfolio Analyst - BFS

Responsibilities:

- Conduct in-depth research and analysis of investment opportunities across various asset classes (e.g., equities, fixed income, alternatives).

- Develop and maintain portfolio models and performance reports.

- Monitor portfolio performance and identify areas for improvement.

- Assist in the development and implementation of investment strategies.

- Prepare presentations and reports for clients and internal stakeholders.

- Stay abreast of market trends and economic developments.

- Collaborate with other team members to ensure the successful management of client portfolios.

- Conduct due diligence on investment managers and strategies.

- Ensure compliance with all relevant regulations and internal policies.

- Contribute to the development of new investment products and services.

- Manage and maintain portfolio data and systems.

Qualifications:-

- 3-8 years of experience in portfolio analysis, investment management, or a related role.

- Strong understanding of financial markets, investment strategies, and portfolio management techniques.

- Proficiency in financial modeling and analysis tools (e.g., Excel, Bloomberg, FactSet).

- Excellent analytical, problem-solving, and communication skills.

- Ability to work independently and as part of a team.

- Strong attention to detail and accuracy.

- CFA designation or progress towards completion is a plus.

- Experience with portfolio management software is preferred.

- Knowledge of regulatory requirements related to investment management.