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We are seeking a talented and motivated Investment Portfolio Analyst to join our team. The Investment Portfolio Analyst will play a key role in supporting the management and optimization of investment portfolios. The ideal candidate will possess strong analytical skills, attention to detail, and a passion for financial markets.
Responsibilities:
Qualifications:
About Our Firm
Shoemaker Financial was founded in 1978 in Memphis, TN. Over the past 40 years, our firm has grown to include 8 branch offices and over 100 driven and experienced professionals. We partner with clients by providing financial advice, insurance and investment products, and customized solutions to meet each client's goals. Internally, our company empowers employees through mentorship to achieve professional and personal success. We have a robust support team who partner with our financial advisors and their staff to service our clients. Our success is rooted in our core values of Integrity, Trust, and Mutual Respect. We have earned long-running accolades of National Best and Brightest Companies to Work For (2012 to present) and locally Top Places to Work (2013 to present). We pride ourselves on doing what is best for our clients and our team, and we are committed to nurturing a professional and connected workplace.
Full Time
Investment Management
$80k-113k (estimate)
05/22/2024
06/06/2024
shoemakerfinancial.com
NASHVILLE, TN
25 - 50
1978
JIM SHOEMAKER
$10M - $50M
Investment Management
Over 40 years ago, a team of individuals came together with a vision of creating a successful and dynamic financial firm. Since then, Shoemaker Financial has flourished by staying true to our mission: To enable our clients and associates to define and achieve their financial dreams and goals while building relationships that last a lifetime. Our team of over 130 driven, talented, and experienced professionals pride themselves on doing whats in the best interest of our clients and are committed to nurturing a professional and connected workplace. Shoemaker Financials success is rooted in three ...core values: Committed to helping our clients improve their long-term financial success, we offer a wide range of quality financial products and the professional advice of some of the best financial professionals in the industry. From insurance needs to college funding, retirement or estate planning, were committed to helping you accomplish your long-term financial objectives. Headquartered in Germantown, TN, Shoemaker Financial is firmly committed to providing: Expertise: A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with the best strategies to help you meet your financial needs. Quality Products: We use a proven, one-on-one process to analyze your unique situation and offer products of lasting value to provide long-term strategies to meet your needs. Excellent Service: We provide consistent, responsive service thats underscored by the dedication of our staff and our commitment to provide strategies that reflect the best interests of our clients. *Securities and Investment Advisory Services offered through Securian Financial Services, Inc.
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The job skills required for Portfolio Analyst include Integrity, Economics, Presentation, Investment Management, Asset Management, Portfolio Management, 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.
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The credit portfolio analyst performs various functions related to the development and maintenance of the loan portfolio, and support credit analysis function.
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Portfolio analysts are responsible for managing and analyzing investments on behalf of their organization.
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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
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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.