1 Portfolio Analyst Job in Cookeville, TN
Qualified Staffing is Hiring a Portfolio Analyst Near Cookeville, TN
DEPARTMENT: Marketing
REPORTS TO: Director
LOCATION: Baxter, TN
SUMMARY:
One of our clients are currently seeking an experienced portfolio analyst who can add a fresh, unique perspective to our team. In this role, the analyst will support the lifecycle of a large portfolio, leading project-level reviews, optimizing standards, identifying areas for improvement, reporting analyses, and training staff members. The portfolio manager should not only be comfortable talking with high-level business leaders about inpidual portfolios, but also help us define KPIs and create a roadmap for companywide operations.
Objectives of this role
- Use metrics and data visualization effectively to report portfolio performance and support decision-making at the team or organizational level
- Be an integral member of the marketing and product team, providing financial impacts and financial opportunities that exist in portfolio size and market needs
- Deliver sound advice and strategies based on market performance
- Develop and implement project management methodologies and best practices to build on the team’s skills and abilities
- Contribute to the establishment of common practices, tools, and templates for portfolio and project management, and ensure adherence to company and legal standards
- Manage day-to-day portfolio activities and establish working plan for each launch phase
- Analyze and appraise sales methods, costs, and results
- Facilitate project reviews and checkpoint meetings
- Analyze key performance indicators to produce reports on portfolio and projects
- Escalate issues that threaten portfolio and project success
- Four or more years of experience in portfolio analytics
- Knowledge of the flooring industry is a plus
- Personal integrity and an ability to maintain confidentiality of company and client information
- Proficiency with financial planning software
- Bachelor’s degree (or equivalent) in finance or related field
Physical demands for this position frequently include: the ability to remain in a stationary position, move about freely inside and outside of the office, and the operation of mechanical controls, such as a keyboard.
Domestic travel Up to 30% - International Up to 15%
1
INDCoo
Job Summary
Full Time
Business Services
$61k-85k (estimate)
06/21/2023
05/11/2024
qualifiedstaffing.com
Flint, MI
<25
Business Services
Related Companies
The job skills required for Portfolio Analyst include Financial Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Portfolio Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Portfolio Analyst. Select any job title you are interested in and start to search job requirements.
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If you are interested in becoming a Portfolio Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Portfolio Analyst for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Portfolio Analyst job description and responsibilities
Yet, despite the differences, portfolio analysts typically perform several common duties, such as conducting detailed portfolio analysis and preparing reports.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Portfolio Analyst jobs
Learn how to build a winning data analytics portfolio, even with no prior job experience.
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Portfolio analysts are typically required to have a bachelor’s degree in finance, economics, statistics or another closely related field. Many portfolio analysts choose to pursue a master’s degree in finance or a related field to increase their earning po
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Portfolio analysts typically receive on-the-job training after they are hired. This training may last for a few weeks to a few months and may include instruction on the company’s specific software and processes.
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Certifications are required to become a portfolio analyst, but they can help you become a more competitive candidate when applying for jobs.
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Join professional organizations or associations.
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Step 3: View the best colleges and universities for Portfolio Analyst.
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