What are the responsibilities and job description for the Portfolio Analyst-CFA position at AppleOne?
We are seeking a highly analytical Portfolio Analyst to support investment strategies and portfolio management. This role offers a clear path to Portfolio Manager and is ideal for candidates pursuing or holding a CFA designation.
What You’ll Do:
-Analyze market trends, economic data, and investment models
-Support portfolio construction, risk assessment, and trade execution
-Review client portfolios and recommend improvements
-Collaborate with advisors on asset allocation strategies
-Conduct research and contribute to new investment strategies
-Assist in client and advisor meetings, explaining portfolio performance
What We’re Looking For:
-CFA designation or active CFA candidate (required)
-Strong analytical and quantitative skills (statistics, data analysis)
-Advanced Excel skills; experience with large datasets
-Ability to manage multiple priorities with strong attention to detail
-Excellent communication and client-facing skills
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_ English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
#1113
Company DescriptionWhat You’ll Do:
-Analyze market trends, economic data, and investment models
-Support portfolio construction, risk assessment, and trade execution
-Review client portfolios and recommend improvements
-Collaborate with advisors on asset allocation strategies
-Conduct research and contribute to new investment strategies
-Assist in client and advisor meetings, explaining portfolio performance
What We’re Looking For:
-CFA designation or active CFA candidate (required)
-Strong analytical and quantitative skills (statistics, data analysis)
-Advanced Excel skills; experience with large datasets
-Ability to manage multiple priorities with strong attention to detail
-Excellent communication and client-facing skills
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_ English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
#1113
This company offers growth and a great group of people to work with.
Salary : $100,000