Portfolio Analyst

📋 Description

• Manage investment portfolios; monitor performance and research markets.
• Analyze financial data to support informed investment decisions.
• Prepare stakeholder reports; provide risk-based recommendations.
• Coordinate with portfolio managers to optimize strategies.
• Ensure regulatory compliance and stay updated on market trends.
• Contribute to process improvements and reporting quality.

🎯 Requirements

• 3+ years of experience in portfolio analysis or similar role.
• Strong analytical skills and attention to detail.
• Excellent communication for cross-functional collaboration.
• Bachelor's degree or equivalent in finance or related field.
• Proficiency in Microsoft Excel; experience with mortgage/asset management tools preferred.
• Ability to manage multiple tasks in a fast-paced environment.

🎁 Benefits

• Competitive benefits package
• Volunteer hours and donation matching
• Tuition reimbursement
• Parental leave and mental health support
• Employee resource groups and career development opportunities