Portfolio Analyst

MU GRAPHIC

Job Overview

Seeking a detail-oriented and analytical Portfolio Analyst to support portfolio monitoring, performance analysis, reporting, and investment-related research. The ideal candidate will assist with analyzing portfolio data, tracking performance and risk metrics, preparing reports, and supporting investment and business decisions.

Key Responsibilities

• Monitor portfolio performance, holdings, allocations, and investment activity.
• Prepare regular portfolio performance and management reports.
• Analyze investment data, financial statements, market trends, and portfolio metrics.
• Assist with portfolio attribution, risk analysis, and performance measurement.
• Track portfolio objectives, benchmarks, and key performance indicators.
• Conduct research on securities, industries, markets, and economic trends.
• Maintain accurate portfolio data and ensure information is complete and consistent.
• Assist with portfolio modeling, forecasting, and scenario analysis.
• Identify portfolio trends, variances, and potential risks.
• Prepare presentations, dashboards, spreadsheets, and analytical summaries for management.
• Support portfolio managers and senior analysts with research and analytical tasks.
• Collaborate with Finance, Investment, Operations, Risk, and other internal teams.
• Assist with data reconciliation and investigate discrepancies.
• Maintain documentation related to portfolio analysis and reporting.
• Follow company policies, investment guidelines, and applicable compliance procedures.
• Perform other analytical and portfolio-related duties as assigned.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, Mathematics, Statistics, or a related field.
• 0–3 years of experience in financial analysis, investment analysis, portfolio analysis, or a related field.
• Strong analytical and quantitative skills.
• Good understanding of financial markets and investment concepts.
• Proficiency in Microsoft Excel, including formulas, pivot tables, and data analysis.
• Strong attention to detail and accuracy.
• Excellent research and problem-solving abilities.
• Strong written and verbal communication skills.
• Ability to analyze large amounts of financial information and summarize findings clearly.
• Ability to manage multiple priorities and meet deadlines.
• Ability to work independently and collaboratively.
• Must be authorized to work in the United States.

Preferred Qualifications

• Familiarity with portfolio management and performance measurement concepts.
• Knowledge of stocks, bonds, mutual funds, ETFs, or other investment products.
• Experience with financial databases or portfolio management systems.
• Familiarity with Bloomberg, FactSet, Morningstar, or similar platforms is a plus.
• Basic knowledge of SQL, Python, or financial modeling is preferred.
• CFA coursework or progress toward the CFA designation is a plus.
• Experience with Power BI, Tableau, or other data visualization tools is beneficial.