Note: The job is a remote job and is open to candidates in USA. CodeX Tech-IT LLC is seeking a detail-driven and analytical Portfolio Analyst to join its investment team. The role supports Portfolio Managers by evaluating investment performance, monitoring asset allocations, conducting market research, assessing risk, and coordinating portfolio reporting and trade support.
Responsibilities
- Monitor, analyze, and report on the daily performance of multi-asset investment portfolios against established benchmarks
- Utilize advanced financial modeling techniques to support investment decisions, asset valuation, and risk assessment
- Conduct in-depth research on economic trends, industry developments, and emerging market opportunities to inform portfolio adjustments
- Ensure all portfolio holdings comply with internal risk parameters, investment mandates, and regulatory requirements
- Prepare executive-ready reports, presentations, and dashboards for internal stakeholders regarding portfolio health and returns
- Coordinate with trading desks and operations teams to reconcile holdings, cash flows, and corporate actions
Skills
- • Education: Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related quantitative field
- • Experience: 2 to 4 years of experience in investment analysis, asset management, or corporate finance
- • Technical Proficiency: Advanced proficiency in Microsoft Excel and familiarity with financial platforms such as Bloomberg Terminal or FactSet
- • Analytical Skills: Strong quantitative reasoning skills with a keen eye for detail and data accuracy
- • Communication: Excellent written and verbal communication skills, with the ability to present complex financial concepts clearly
- • Certifications: Progress toward or completion of professional designations (e.g., CFA or FRM) is strongly preferred
Company Overview