9 Jobs in Garland, TX
ClickJobs.io is Hiring a Portfolio Analyst Near Garland, TX
The Opportunity:As a Portfolio Analyst at Fisher Investments you have the opportunity to support our Investment Policy Committee’s portfolio management process by developing strategy and market expertise. You will work closely with our Research Analysts, Trading and Implementation peers and other Portfolio Engineers to develop expertise across aspects of portfolio management processes, including leading rebalances and overseeing trade life cycles. In this highly impactful role, you will communicate your strategy expertise and insights to internal clients and to the firm’s largest, most sophisticated clients and prospects, via client meetings and written/visual deliverables. You will report directly to the Portfolio Engineer Group Manager for support and development.
The Day-to-Day:
- Monitor and evaluate portfolio positioning and performance, with ad hoc elevations to the Investment Policy Committee
- Work independently and with peers to create proactive proposals to improve strategy performance
- Ensure all trading and rebalance activity accurately reflects the Investment Policy Committee’s expectations
- Communicate your strategy expertise to internal and external clients and stakeholders
- 5 years of experience in a similar portfolio management role, including buy-side research and trading experience
- A demonstrated history of communicating insights and creating portfolio impacts
- Ability to manage and manipulate large data sets, proficiency in financial data systems
- Professional experience taking complex topics and breaking them down for others
- You have a desire to leverage your knowledge and skills to support our clients
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
Job Summary
Full Time
$94k-123k (estimate)
06/09/2024
07/06/2024
The job skills required for Portfolio Analyst include Insight, 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 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
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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.
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
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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.
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