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Mach Partners
Charlotte, NC | Full Time
$92k-121k (estimate)
4 Days Ago
U.S. Department of the Treasury
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JLL
Charlotte, NC | Full Time
$76k-94k (estimate)
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Genesis10
Charlotte, NC | Contractor
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Flow Control Group
Charlotte, NC | Full Time
$55k-72k (estimate)
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Brown & Brown Insurance
Charlotte, NC | Full Time
$55k-70k (estimate)
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Desai & Mehta CPAs PLLC
Charlotte, NC | Full Time
$61k-75k (estimate)
2 Months Ago
LHH
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$117k-155k (estimate)
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Baker Charles
Charlotte, NC | Full Time
$207k-288k (estimate)
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LHH
Charlotte, NC | Full Time
$117k-155k (estimate)
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Baker Charles
Charlotte, NC | Full Time
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U.S. Department of Homeland Security
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$80k-97k (estimate)
3 Days Ago
Addison Group
Charlotte, NC | Contractor
$82k-107k (estimate)
3 Days Ago
Investor Advisory Group
Charlotte, NC | Part Time
$46k-58k (estimate)
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WhiteWater, Inc.
Charlotte, NC | Full Time
$58k-71k (estimate)
4 Days Ago
U.S. Bank
Charlotte, NC | Full Time
$45k-63k (estimate)
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Programmers.io
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ApTask
Charlotte, NC | Contractor
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Programmers.io
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ApTask
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EasyCare Recruiting
Charlotte, NC | Full Time
$42k-52k (estimate)
2 Weeks Ago
Design Hire, LLC
Charlotte, NC | Full Time
$105k-134k (estimate)
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Sealed Air
Charlotte, NC | Full Time
$73k-91k (estimate)
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TRC Talent Solutions
Charlotte, NC | Full Time
$42k-52k (estimate)
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Advon Corporation
Charlotte, NC | Full Time
$79k-102k (estimate)
2 Weeks Ago
Portfolio Analyst
Mach Partners Charlotte, NC
$92k-121k (estimate)
Full Time 4 Days Ago
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Mach Partners is Hiring a Portfolio Analyst Near Charlotte, NC

My client, a prestigious investment firm is looking for another team member:

  • Analyze large amount of data and compile performance reports for various firm wide composites
  • Create and review risk and attribution reports for PMs and trading desk
  • Work and collaborate with Investor Coverage, Client Accounting, Trading, Legal, and Compliance in responding to investor inquiries and feedback
  • Utilize SQL to build reports, add new functionality and analyze data
  • Identify and seek to resolve data discrepancies
  • Accountable for independently managing projects from beginning to end

Job Summary

JOB TYPE

Full Time

SALARY

$92k-121k (estimate)

POST DATE

06/06/2024

EXPIRATION DATE

07/04/2024

Show more

The job skills required for Portfolio Analyst include Accounting, 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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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.

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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.

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.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College