Portfolio Analyst / Investment Analyst

Job Description

Job Description

We are seeking an Investment Analyst / Portfolio Analyst to join a growing investment team in Danvers, MA. This position will support portfolio construction, investment analysis, data review, and day-to-day portfolio management activities.

The ideal candidate is analytical, detail-oriented, and naturally curious. You should be comfortable working with investment data, identifying inconsistencies or unusual results, and digging into the underlying information to understand and resolve issues.

This is an excellent opportunity for an investment professional looking to build a long-term career and take on increasing responsibility within a collaborative and growing team.

Key Responsibilities

• Assist with the construction and maintenance of investment portfolios based on established investment strategies and models.

• Analyze portfolio holdings, allocations, performance, and other investment data.

• Review data and reports to identify discrepancies, outliers, and unusual trends.

• Investigate the underlying causes of data or portfolio issues and work toward appropriate resolutions.

• Support implementation of portfolio changes and investment recommendations.

• Assist with investment reporting, research, and portfolio monitoring.

• Work closely with other members of the investment team to ensure portfolio information is accurate and up to date.

• Maintain and organize investment data and supporting documentation.

• Contribute to process improvements and help develop more efficient approaches to portfolio analysis and reporting.

• Develop a strong understanding of the firm's investment philosophy, systems, and processes.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.

• Approximately 2-5 years of experience in investment analysis, portfolio management, asset management, wealth management, investment operations, or a related field.

• Strong analytical and problem-solving skills.

• Advanced proficiency in Microsoft Excel .

• Experience working with investment, portfolio, performance, or financial data.

• Strong attention to detail and ability to identify inconsistencies in data.

• Ability to work independently while collaborating effectively with a small investment team.

• Strong written and verbal communication skills.

• CFA progress or designation is a plus, but not required .

\nCompany Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.