What are the responsibilities and job description for the Investment and Portfolio Analyst position at Soni?
A private investment group is seeking an Investment Analyst to support portfolio tracking, reporting, and day-to-day financial operations. This role works closely with internal stakeholders and external partners in a collaborative environment.
Key Responsibilities:
Salary is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications.
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Key Responsibilities:
- Track investment activity and maintain portfolio data
- Assist with reporting and analysis
- Coordinate with external advisors and financial partners
- Support cash activity and transaction processing
- Maintain financial records and assist with basic accounting tasks
- 4–6 years of experience in finance, accounting, or a related field
- Bachelor’s degree in Finance, Accounting, Economics, or similar
- Strong Excel and organizational skills
- Understanding of financial reporting and accounting principles
- Experience in financial services or investment environments
- Exposure to portfolio tracking or investment reporting
Salary is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications.
#SONINY
Salary : $120,000 - $135,000