Portfolio Analyst

Overview

Join our dynamic team as an Investment Analyst. This full-time role offers deep exposure to investment research, portfolio construction, and client strategy within a single asset class or investment team. Analysts will work closely with experienced professionals, gaining hands-on experience and building a strong foundation for a long-term career in asset management.


We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.


Location(s): Milwaukee, WI or Indianapolis, IN

Responsibilities

• Assist in the evaluation and monitoring of investment portfolios, helping to identify potential risks, opportunities, and performance trends.
• Collaborate with cross-functional teams, including research analysts, portfolio managers, and traders, to support investment initiatives.
• Engage in ad-hoc projects, such as performance attribution analysis, risk management assessments, and scenario modeling.
• Actively participate in team meetings and training sessions, seeking opportunities to learn from experienced professionals and contribute to discussions.

Qualifications

• A bachelor's degree in Finance, Business Administration, Economics, Accounting, Mathematics, Computer Science or a related field
• Passion for investments and a keen interest in fixed income and equities markets.
• Solid understanding of financial concepts and basic investment principles.
• Proficiency in Microsoft Excel, including advanced functions such as pivot tables, financial modeling, python and relevant business intelligence tools.
• Strong analytical and problem-solving skills, with the ability to interpret and manipulate financial data effectively.
• Excellent communication skills, both verbal and written.
• Demonstrated ability to work collaboratively in a team-oriented environment.
• Proactive mindset, showing initiative, curiosity, and a desire to learn and grow.

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: $85,000 - $100,000

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.)

Disclosure

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status