Portfolio Analyst

Portfolio Analyst Job Description Template

Our company is looking for a Portfolio Analyst to join our team.

Responsibilities:

  • Maintain and review corporate assets inventory databases within the region;
  • Create and update financial reports and analysis of corporate assets;
  • Assist to coordinate the preparation and consolidation of annual budgets and quarterly forecasts;
  • Prepare investment analysis’ for asset management team on respective properties;
  • Generate and review monthly and quarterly reporting package consisting of financial statements and ad hoc schedules for the region;
  • Track available supply, demand and competitors in various existing and targeted markets;
  • Research and compile market trend, activity and competitor analysis data as needed;
  • Monitor index changes and create test indices for trading; Ensure data integrity on index composition and portfolio holdings;
  • Assist in ad hoc internal and external client requests;
  • Work with Technology teams to analyze business issues and support the development of future state recommendations;
  • Assist in preparing portfolio attribution reports and assist in other ad hoc department projects;
  • Proactive management and communication of variance analysis, trend analysis & identifying portfolio related risk and opportunities;
  • Conduct research on corporate actions and/or index changes.

Requirements:

  • Strong facilitation skills and ability to lead and influence without having positional authority;
  • Strong analytical and data gathering skills;
  • Must have good interpersonal skills and experience building positive working partnerships;
  • Life sciences experience is preferred;
  • 5+ years of cross-functional project, program or portfolio management experience;
  • Working knowledge of project and portfolio management practices;
  • Knowledge of Technical Operations related activities is a plus;
  • Knowledge or experience with business case development and project scoring techniques;
  • Bachelor’s degree or the equivalent combination of education and experience is required. MBA and/or CFA preferred;
  • Strong written and verbal communication skills;
  • Strong foundation and knowledge of accounting and finance;
  • Knowledge of agile management tools a plus (i.e Rally, Jira);
  • Bachelor’s Degree required;
  • 2+ years supporting large scale projects;
  • 2-3 years prior financial/investment experience.