1 Portfolio Analyst Job in Hamilton, NJ
Rockefeller Capital Management is Hiring a Portfolio Analyst Near Hamilton, NJ
This is an opportunity to have a meaningful impact at a growing wealth management firm. The Senior Analyst will report to Rockefeller Global Family Office’s Head of Equity Strategies.
- Assist in the construction and management of concentrated model equity portfolios
- Analyze client/prospect equity holdings
- Assist Financial Advisors with requests and basic research related to equities
- Bachelor’s Degree with concentration in economics, business, finances, accounting and/or other investment-related areas preferred
- 5 years’ experience in financial markets; familiarity with and passion for equities
- Series 7 and 63 required or willingness to obtain upon hire
- Experience with Microsoft Excel required; FactSet and Bloomberg preferred
- Financial Statement analysis a plus
- Strong attention to detail, sound judgment, and ability to reason
- Excellent written and oral communication skills
- Team player with a positive attitude, strong interpersonal skills, and good work ethic
- Ability to manage multiple tasks with strong project planning, organizational and time management skills
- Willingness to learn, contribute and be responsible on a small team
- Flexibility to shift priorities in response to potentially volatile financial markets
Job Summary
Full Time
Business Services
$93k-131k (estimate)
03/09/2024
07/04/2024
rockco.com
WESTPORT, CT
500 - 1,000
2018
MICHAEL STOSATO
$10M - $50M
Business Services
Related Companies
The job skills required for Portfolio Analyst include Wealth Management, Financial Services, Economics, Asset Management, Attention to Detail, 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.
The following is the career advancement route for Portfolio Analyst positions, which can be used as a reference in future career path planning. As a Portfolio Analyst, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Analyst. You can explore the career advancement for a Portfolio Analyst below and select your interested title to get hiring information.
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.
02/11/2022: Fort Collins, CO
The portfolio analyst job description entails undertaking data analytics of a bank’s credit portfolios and providing monthly and quarterly credit risk reporting over the health and composition of a bank’s lending portfolios to the executive management and
03/10/2022: Medford, OR
The credit portfolio analyst performs various functions related to the development and maintenance of the loan portfolio, and support credit analysis function.
04/07/2022: Jackson, MS
Portfolio analysts are responsible for managing and analyzing investments on behalf of their organization.
03/16/2022: Madison, WI
Portfolio analysts may also be tasked with creating reports that summarize the performance of various investments over time. These reports can be used by senior management to make decisions about future investments or to inform employees about how well th
03/05/2022: Johnstown, PA
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.
05/08/2022: Temple, TX
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
05/02/2022: El Paso, TX
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.
02/20/2022: Portsmouth, NH
Certifications are required to become a portfolio analyst, but they can help you become a more competitive candidate when applying for jobs.
02/25/2022: Lawrence, MA
Join professional organizations or associations.
03/02/2022: Mcallen, TX
Step 3: View the best colleges and universities for Portfolio Analyst.
Similar Jobs
Popular Articles
