Portfolio Analyst

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. 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 a week.

Location: San Francisco, CA

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.
• Solid knowledge of AI tools for data search and fundamental research
• Strong interest in fundamental analysis, ESG integration and basic understanding of financial markets.
• Solid understanding of financial concepts and basic investment principles and ESG investing.
• Proficiency in Microsoft Word, Microsoft Excel, including advanced functions such as pivot tables and financial modeling and relevant business intelligence tools.
• 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
• Ability to communicate effectively with audiences in person and in electronic formats
• Day-to-day contact with others (co-workers and/or public)
• Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.
• Mandarin Chinese fluency preferred

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.)

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