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Sr Portfolio Anlayst

Location : Miami, FL
Job Type : Direct
Hours : Full Time
Required Years of Experience : 5-7
Required Education : Bachelor
Travel : No
Relocation : No


The Portfolio Analyst is responsible for assisting PMs in all aspects of the management of equity portfolios, both domestic and international, including commingled funds, mutual funds, stand-alone accounts, and exchange traded funds (ETFs), Fixed Income. 

Essential responsibilities include: 

• Monitor index changes and create test indices for trading; 

• Ensure data integrity on index composition and portfolio holdings 

• Conduct research on corporate actions and/or index changes 

• Verify internally calculated index and portfolio returns; 

• Prepare trades for index changes under guidance of PMs; Monitor trading strategies and trade executions 

• Assist in ad hoc internal and external client requests 

• Assist in preparing portfolio attribution reports and assist in other ad hoc department projects 

  • Spanish required

  • Bachelor's degree 

  • MBA and/or CFA preferred. 

  • +5 years recent financial/investment experience.

Local candidates Only (Miami area), no relocation
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