Portfolio AnalystVirtualVocations • Port Saint Lucie, Florida, United States
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Portfolio Analyst
VirtualVocations • Port Saint Lucie, Florida, United States
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
A company is looking for a Portfolio Analyst-Investments.
Key Responsibilities
Conduct portfolio-level analytics and deliver performance reports
Manage and validate investment data while enhancing operational efficiencies
Support the portfolio management team with trade tracking and cash flow monitoring
Required Qualifications
Bachelor's degree in Finance, Business, Mathematics, or a related field
Minimum of four years' experience in principal investment or capital markets
Strong financial modeling and analytical abilities in investment settings
Familiarity with fixed income investments and major analytics platforms
Progress toward CFA designation is highly valued
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