The Standard
We help people achieve financial well-being and peace of mind.
Portfolio Analyst – Investments
Location
Connecticut + 4 moreAll locations: Connecticut, Illinois, Iowa, Tennessee, Texas
Posted
28 days ago
Salary
$85K - $95K / year
Bachelor Degree4 yrs expEnglish
Job Description
• Conducting thorough portfolio-level analytics and delivering insightful performance reports
• Collecting, processing, and ensuring the accuracy of security-level data and trade entries
• Managing and validating investment data, spearheading process enhancements, responding to organizational data requests
• Engaging in vendor selection, due diligence, and ongoing relationship management
• Partnering closely with principal investment professionals, actuaries, accountants, and product development teams
Job Requirements
- Bachelor’s degree in Finance, Business, Mathematics, or a related field is required
- Minimum of four years’ relevant experience in principal investment or capital markets environments
- Strong financial modeling and analytical abilities within an investment or capital market setting
- Familiarity with fixed income investments such as corporate bonds, structured securities, and private placements
- Professional Certification: Progress toward, or a demonstrated interest in, obtaining the CFA designation is highly valued
- Familiarity with Bloomberg and at least one major fixed-income analytics platform (FactSet, Aladdin, Bond Edge, etc.)
- Experience with Power BI or similar data visualization tools
Benefits
- 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
