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Analyst, Portfolio Management (Equities)

82 500 - 105 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
junior
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
Analyst, Portfolio Management (Equities) (Finance/Equities): Supporting the daily oversight and management of equity portfolios with an accent on cash management, corporate events, portfolio data, and cross-functional investment operations. Focus on analyzing securities and markets, improving portfolio management processes, preparing client and executive presentations, and solving quantitative problems with large data sets.

Location: Santa Monica, United States; hybrid

Salary: $82,500–$105,000 per year, plus potential discretionary bonus

Company

hirify.global manages investment portfolios and applies a systematic investment philosophy across its investment solutions.

What you will do

  • Support portfolio cash management, including credit lines, currency hedges, and cash forecasting.
  • Analyze voluntary corporate events and recommend elections to Portfolio Managers.
  • Prepare data for presentations to clients and internal executives.
  • Complete ad hoc requests and collaborate with senior team members on investment projects.
  • Propose and execute projects that improve process efficiency and portfolio outcomes.
  • Collaborate with Trading, Research, Technology, Legal, Compliance, Operations, and client-facing teams.

Requirements

  • Bachelor’s degree required.
  • Understanding of and alignment with the firm’s investment strategy.
  • Strong time-management, attention-to-detail, verbal communication, and presentation skills.
  • Excellent quantitative problem-solving and analytical skills, with comfort working with large data sets.
  • Background or interest in finance and financial theory, plus intellectual curiosity and aptitude for learning basic programming languages and software.
  • Knowledge of SQL, VBA, and/or Excel is helpful.

Nice to have

  • Knowledge of SQL, VBA, or Excel.

Culture & Benefits

  • Participation in the Analyst Development Program.
  • Opportunities to become a junior lead for investment processes and develop toward Portfolio Manager responsibilities.
  • Comprehensive benefits for employees and their families.
  • Educational initiatives and programs supporting career development.

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