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5 дней назад

Portfolio Investment Analyst - Equity

80 000 - 95 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Portfolio Investment Analyst - Equity (Portfolio Management/Trading): Supporting equity and multi-asset portfolio managers and traders through portfolio modeling, advanced order entry, exposure monitoring, trade allocations, and cash flow management with an accent on equity, derivative, and fixed income analytics. Focus on resolving complex trading-process issues, coordinating portfolio transactions across investment and control functions, and managing accurate orders throughout the trade cycle.

Location: Baltimore, Maryland, United States; hybrid work with up to one day per week from home.

Base salary: $80,000–$95,000 annually, depending on location, experience, and skills.

Company

hirify.global is a global asset management organization providing equity, fixed income, multi-asset, and retirement investment solutions.

What you will do

  • Support equity and multi-asset portfolio managers and traders with day-to-day portfolio modeling and account and order management.
  • Serve as the go-to resource for advanced order entry and facilitate issue resolution throughout the trading process.
  • Monitor portfolio exposures, manage trade allocations and cash flows, and support strategy modeling.
  • Use internal portfolio management and trade modeling systems to monitor analytics and generate accurate orders.
  • Coordinate portfolio and security transactions with analysts, portfolio managers, traders, compliance, and legal teams.
  • Provide investment-process support and perform ad hoc analysis related to the strategies.

Requirements

  • Business, finance, quantitative finance, economics, or scientific degree plus 2+ years of investment experience.
  • Thorough knowledge of equity, derivative, and fixed income analytics, with the ability to apply these concepts to practical portfolio problems.
  • Strong interpersonal and teamwork skills.
  • Highly self-motivated and detail-oriented, with the ability to manage complex tasks and individual deliverables.
  • Strong project management skills and the ability to think creatively under a wide range of deadlines.
  • FINRA licenses are not required and will not be supported for this role.

Nice to have

  • Working knowledge of the portfolio management process.
  • Progress toward an MBA, MS in Finance, or CFA designation.
  • Direct experience with equity portfolios.

Culture & Benefits

  • Collaborative, inclusive work environment with equal opportunity and emphasis on diversity of thought.
  • Competitive compensation and annual discretionary bonus eligibility.
  • Retirement plan, health and wellness benefits, and paid time off for vacation, illness, medical appointments, and volunteering.
  • Family care resources, including fertility and adoption benefits.
  • Hybrid work schedule and resources supporting work-life balance and career development.

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