Portfolio Analyst

Overview

Join our dynamic emerging markets team as a Portfolio Analyst focused on equity portfolio trading, portfolio analytics, basic ESG and fundamental research. This full-time role offers deep exposure to investment research, portfolio construction, and client strategy within a single asset class and investment team.

Responsibilities

• Assist Analysts and Portfolio Managers in fundamental research and maintenance of Emerging Markets securities for various strategies.
• Actively participate in team meetings and training sessions, seeking opportunities to learn from experienced professionals and contribute to discussions.
• Assist Portfolio Managers in trading Emerging Markets equities and monitoring daily cash flows.
• Monitor investment portfolios, helping to identify potential risks, opportunities, and performance trends.
• Collaborate with cross-functional teams, including research analysts, portfolio managers, compliance, operations and traders, to support ESG and fundamental investment initiatives.
• Engage in ad-hoc projects, such as performance attribution analysis, risk management assessments, and scenario modeling.

Qualifications

• Required Qualifications:
• An undergraduate degree in Finance, Business Administration, Economics, Accounting or related fields.
• Also appropriate for professionals with 1-2 years of equity research experience seeking to deepen coverage responsibility and expand impact within an active investment platform.
• Strong analytical, critical thinking skills and attention to detail, with the ability to interpret and manipulate financial data effectively.
• Excellent communication skills, both verbal and written.
• Demonstrated ability to work collaboratively in a small team-oriented environment.
• Proactive mindset, showing initiative, curiosity, and a desire to learn and grow.
• Demonstrated interest or exposure to Emerging Markets, with relevant foreign language proficiency a plus.
• Ability to work independently and collaboratively in a cross-functional environment.
• Remain in stationary position for prolonged periods of time.
• Operate computer programs and software.
• Communicate effectively with audiences in person and in electronic formats.
• Day-to-day contact with others (co-workers and/or public).
• Work in a collaborative business environment in close quarters with peers and varying interruptions.

Please note : This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future.

Compensation Base Pay Range: $90,000 - $110,000 Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)