Portfolio Analyst

Our Customer is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. They manage $1,198.7 billion in assets on behalf of clients worldwide with the help of over 8,000 highly engaged and motivated employees focused on client needs. They actively encourage their people to collaborate to find the best ideas and solutions for clients, leveraging the tremendous diversity of thought that exists across their global organization.

We are seeking a Portfolio Analyst on a contract basis to help support our Customer’s business needs. This role is hybrid in Houston, TX or Atlanta, GA.

The Portfolio Analyst will play an important role in assisting the Performance Measurement, Analytics, and Reporting function (PMAR) execute the overall strategy of efficiently and effectively delivering performance and analytics related analysis and information across the company’s global teams and products. The position will play a key role participating in automation initiatives, building new capabilities, actively participating in team discussions, and coordinating across departments to effectively deliver on PMAR’s objectives.

Responsibilities:

• Lead and/or active participation in various performance and analytics projects designed to improve efficiencies and processes
• Assisting in the reporting and analysis of portfolio and benchmark characteristics
• The creation, interpretation, and analysis of fixed income performance attribution results for the company’s global products
• Will need to be able to assess the importance of any given request or problem, manage the flow of information surrounding the item, and ensure proper resolution

Qualifications:

• Bachelor's Degree in a mathematics, finance, economics, or related field preferred
• Proven experience in code and test programming using Python, R, VBA, SQL or equivalent
• Sound knowledge of project management tools is preferred
• Knowledge of Performance, Attribution, or Investment Risk is preferred
• Prior experience in Operations, Accounting, or Finance in the securities/investment industry is preferred
• Experience in working with IT teams to implement business process improvements is preferred
• Strong understanding of fixed income instruments is highly desirable
• Project management experience would be preferred
• Strong problem-solving skills with a can-do attitude
• Strong communication and relationship management skills
• The ability to contribute to a team environment is critical
• Ability to conduct complex analysis and present data in a meaningful way
• Ability to handle multiple tasks, prioritize work, meet deadlines, and concentrate on detailed information
• Strong analytical skills and detail orientation
• Interpersonal skills necessary to interact effectively with a variety of individuals, departments, and countries

We offer a competitive salary range for this position. Most candidates who join our team are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications.

Perks are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements)

Health Benefits: Medical, Dental, Vision, Life (including spouse & child), 401k, STD/LTD, AD&D, and Commuter Benefits program.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.