Portfolio Analyst
Job Description
With minimal supervision, the Portfolio Analyst will play an important role in assisting the Performance Measurement, Analytics, and Reporting function (PMAR) execute the overall strategy of efficiently and effectively delivering performance and analytics related analysis and information across global teams and products. The position will play a key role participating in automation initiatives, building new capabilities, actively participating in team discussions, and coordinating across departments to effectively deliver on PMAR’s objectives.
Key Responsibilities / Duties:
- Lead and/or active participation in various performance and analytics projects designed to improve efficiencies and processes
- Assisting in the reporting and analysis of portfolio and benchmark characteristics
- The creation, interpretation, and analysis of fixed income performance attribution results for global products
- Will need to be able to assess the importance of any given request or problem, manage the flow of information surrounding the item, and ensure proper resolution
- Proven experience in code and test programming using Python, R, VBA, SQL or equivalent is a must
- Sound knowledge of project management tools is preferred
- Knowledge of Performance, Attribution, or Investment Risk is preferred
- Prior experience in Operations, Accounting, or Finance in the securities/investment industry is preferred
- Experience in working with IT teams to implement business process improvements is preferred
- Strong understanding of fixed income instruments is highly desirable
- Project management experience would be preferred
- Strong problem-solving skills with a can-do attitude
- Strong communication and relationship management skills
- The ability to contribute to a team environment is critical
- Ability to conduct complex analysis and present data in a meaningful way
- Must have the ability to handle multiple tasks, prioritize work, meet deadlines, and concentrate on detailed information
- Strong analytical skills and detail orientation
- Interpersonal skills necessary to interact effectively with a variety of individuals, departments, and countries is required
- Undergraduate degree in mathematics, finance, economics, or related field
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Meet Your Recruiter
Kirsten Overlee
Senior Director Recruiting
Kirsten is a highly strategic, results oriented Senior Director of IT Recruiting with more than 20 years of experience attracting and retaining top quality candidates. She currently leads our outstanding IT and Engineering recruiting team and handles account management for some of Corps Teams top clients.
Prior to Corps Team, Kirsten was a Sr Recruiter for two well-known IT Staffing Firms and a Corporate Recruiter for MedImpact Healthcare Systems, Western Digital and Texas Instruments. Kirsten brings a unique expertise to the table based on her diverse recruiting background and has gained a reputation as a no-nonsense recruitment professional. Kirsten can draw upon a diverse history in Talent Acquisition, “Needle in a Haystack”, sourcing, recruitment and screening, Executive Search, Client Relationship Management, Account Management and Client Retention. Kirsten is an active professional member of SHRM and possesses a Bachelor of Business Administration with an emphasis in Management Information Systems. Kirsten has been with Corps Team for over ten years.