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The Portfolio and Marketing Analyst will assist senior PMs with daily portfolio analysis, market analysis, marketing materials and risk reporting for a fast-growing and entrepreneurial asset manager ($2.54B AUM). The professional will also assist in systems development and testing related to the investment process, operations and risk. Ideal Skills and profile – Excel, VBA, PowerPoint, financial modeling and databases (exposure to SQL & Python a plus). A Solutions-focused mentality, strong communication and analytical skills with the desire to work in a fun, inclusive, merit-based and positive environment. BA/BS in economics, finance, computer science, engineering or other analytical disciplines. Recent graduates with track record of achievement are welcome. Analyst, markets or operations experience at investment bank, hedge fund or asset manager and knowledge of the fixed income markets is a big plus.
-Ideally able to start working full time as soon as possible.
-Must be able to thrive in a small business and highly entrepreneurial environment where everyone is highly focused on helping the business grow profitably.
-Must be a team player willing to stretch across many different roles and responsibilities to achieve business success
-Must be able to communicate clearly and efficiently.
-Must possess a drive to constantly learn — both by asking others at the firm and also through self-teaching.
-Must have strong attention to detail and the ability to get things done.
-Must be able to work with sometimes minimal guidance from senior partners (self-starter with a commercial mindset that can figure out how to add value).
-Ideal candidate will have experience exposure to the fixed income markets and Bloomberg, SQL databases/queries, Python and experience in creating marketing materials and analysis for fixed income products.
-Must have strong Excel, writing and PowerPoint skills.