Portfolio Analyst-InvestmentsThe Standard • San Jose, CA, US
Portfolio Analyst-Investments
The Standard • San Jose, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Lead analysis in support of benchmarking, reporting, performance and attribution analysis, surveillance, and compliance testing (25%) Lead efforts for the investment management team to review, assess and implement improvements of credit and investment analytical tools (25%) Provide support to portfolio management team including trade tracking and input, cash flow monitoring, new-issue deal sourcing and various other tasks (25%) Improve operational efficiencies enable portfolio optimization, data integrity and reporting accuracy (15%) Perform ad-hoc analyses in response to market events, new business needs and special projects (10%) Project management experience Experience with Power BI or other data visualization tools Acute attention to detail Self-motivated while working in a team-oriented environment Strong problem-solving skills Required Education : Bachelor's degree in Finance, Business, Mathematics or related field. Required Experience : 4+ years of relevant work experience in a principal investment business or a capital markets business. Demonstrated strong financial modeling & analytical skills applied in an investment or capital market business environment, with some expertise in United States capital markets. Familiarity with fixed income investments such as corporate bonds, structured securities and private placements. Preferred Experience : Familiarity with Bloomberg and one of the major fixed-income analytics software programs (FactSet, Aladdin, Bond Edge, etc.) Proficiency in FactSet and performance analysis is a plus. A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions An annual incentive bonus plan Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually PTO increases with tenure A supportive, responsive management approach and opportunities for career growth and advancement Paid parental leave and adoption / surrogacy assistance An employee giving program that double matches your donations to eligible nonprofits and schools
Portfolio Analyst - Investments
The next part of your journey is right around the corner with The Standard.
A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we've been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?
The Portfolio Analyst - Investments, is a member of the Investment Management team primarily responsible for :
- Portfolio-level analytics and performance reporting
- Security-level data collection, processing and trade entry
- Fixed-income market research and weekly tactical report to inform portfolio management and investment decisions
- Investment-related data management, validation and process improvement
- Response to data requests from various teams across the organization
- Vendor searches, due diligence and relationship management
Candidates will work with a cross-section of professionals, including principal investment professionals, actuaries, accountants, and product development teams to optimize investment outcomes for both public and private investment strategies.
Principal Duties & Responsibilities :
Other duties as assigned.
Knowledge, Skills and Abilities :
Job Specifications :
Required professional licensure or certification : N / A
Preferred professional licensure or certification : Progress toward or interest in obtaining CFA
Location :
Employees in this role are eligible for fully remote work (other than periodic in-person meetings or other periodic business travel).
Travel Requirements :
Occasional travel only (such as for planning purposes, team-building, or conferences) may be required.
Physical Requirements :
N / A
Why Join The Standard?
In addition to the competitive salary range below, our employee-focused benefits support work-life balance. The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.
Base range of $85k-$95k with a 20% annual bonus
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