Portfolio Analyst
Company: VirtualVocations
Location: Salem
Posted on: November 13, 2024
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Job Description:
A company is looking for a Portfolio Analyst - Investments to
join their Investment Management team.
Key Responsibilities
Lead analysis for benchmarking, reporting, performance, and
compliance testing
Support the portfolio management team with trade tracking, cash
flow monitoring, and data requests
Conduct fixed-income market research and improve operational
efficiencies
Required Qualifications
Bachelor's degree in Finance, Business, Mathematics, or related
field
2+ years of relevant work experience in a principal investment or
capital markets business
Progress toward or interest in obtaining CFA is a plus
Familiarity with Bloomberg and fixed-income analytics software
Experience with Power BI or other data visualization tools is
preferred
Keywords: VirtualVocations, Eugene , Portfolio Analyst, Professions , Salem, Oregon
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