'The Senior Portfolio Analyst is responsible for assisting PM's in more complex aspects of the management of portfolios, both domestic and international. The Senior Portfolio Analyst will work closely with the Portfolio Managers to calculate the effect of any strategy changes on the portfolio and analyze the suitability of the transaction.
He/she may conduct research.The Senior Portfolio Analyst will prepare trades and monitor clearing compliance notifications. He/She will be in charge of investment reporting and analytics for their assigned investment teams and will support the marketing and client service teams with data requests. Responsibilities may also include interpreting performance attribution, tracking error reports and generating other portfolio analytics.Prepare trades, and monitor and clear compliance notifications.Assist PM's in more complex aspects of the management of portfolios, both domestic and international, along with researching of potential business profitability.Calculate the effect of any strategy changes on the portfolio and analyze the suitability of the transaction.Report and analyze investments for assigned investment teams, and support the marketing and client service teams with data requests.Interpret performance attribution, and track error reports in order to generate other portfolio analytics.No direct reports.Conduct detailed portfolio analysis and prepare reports to be utilized for impactful business decisions.Qualifications: Bachelor s degree or the equivalent combination of education and experience is required MBA and/or CFA preferred. 3-5 years prior financial/investment experience.