{"schemaVersion":"jobsearcher.job.v1","id":"ce4bd81a1cc3d498e7d96c6f","url":"https://jobsearcher.com/jobs/ce4bd81a1cc3d498e7d96c6f","canonicalUrl":"https://jobsearcher.com/jobs/ce4bd81a1cc3d498e7d96c6f","title":"Portfolio Analyst","description":"We are seeking a detail-driven and analytical Portfolio Analyst to join our investment team. In this role, you will work closely with Portfolio Managers to evaluate investment performance, monitor asset allocations, and conduct comprehensive market research. The ideal candidate possesses a strong quantitative background, a deep understanding of financial markets, and the ability to translate complex data into actionable investment strategies.About the RoleIn this role, you will work closely with Portfolio Managers to evaluate investment performance, monitor asset allocations, and conduct comprehensive market research.ResponsibilitiesPerformance Tracking: Monitor, analyze, and report on the daily performance of multi-asset investment portfolios against established benchmarks.Financial Modeling: Utilize advanced financial modeling techniques to support investment decisions, asset valuation, and risk assessment.Market Research: Conduct in-depth research on economic trends, industry developments, and emerging market opportunities to inform portfolio adjustments.Risk & Compliance: Ensure all portfolio holdings comply with internal risk parameters, investment mandates, and regulatory requirements.Reporting: Prepare executive-ready reports, presentations, and dashboards for internal stakeholders regarding portfolio health and returns.Trade Support: Coordinate with trading desks and operations teams to reconcile holdings, cash flows, and corporate actions.QualificationsEducation: Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related quantitative field.Experience: 2 to 4 years of experience in investment analysis, asset management, or corporate finance.Required SkillsTechnical Proficiency: Advanced proficiency in Microsoft Excel and familiarity with financial platforms such as Bloomberg Terminal or FactSet.Analytical Skills: Strong quantitative reasoning skills with a keen eye for detail and data accuracy.Certifications: Progress toward or completion of professional designations (e.g., CFA or FRM) is strongly preferred.Communication: Excellent written and verbal communication skills, with the ability to present complex financial concepts clearly.","company":"Codex Techit","rawCompany":"codex techit","city":"Denver","state":"CO","isRemote":false,"isActive":false,"createdAt":"2026-08-22T12:05:16.580Z","occupations":[{"code":"13-2051.00","title":"Financial and Investment Analysts","slug":"financial-and-investment-analysts"},{"code":"13-2099.01","title":"Financial Quantitative Analysts","slug":"financial-quantitative-analysts"},{"code":"11-3031.03","title":"Investment Fund Managers","slug":"investment-fund-managers"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Portfolio Analyst","description":"We are seeking a detail-driven and analytical Portfolio Analyst to join our investment team. In this role, you will work closely with Portfolio Managers to evaluate investment performance, monitor asset allocations, and conduct comprehensive market research. The ideal candidate possesses a strong quantitative background, a deep understanding of financial markets, and the ability to translate complex data into actionable investment strategies.About the RoleIn this role, you will work closely with Portfolio Managers to evaluate investment performance, monitor asset allocations, and conduct comprehensive market research.ResponsibilitiesPerformance Tracking: Monitor, analyze, and report on the daily performance of multi-asset investment portfolios against established benchmarks.Financial Modeling: Utilize advanced financial modeling techniques to support investment decisions, asset valuation, and risk assessment.Market Research: Conduct in-depth research on economic trends, industry developments, and emerging market opportunities to inform portfolio adjustments.Risk & Compliance: Ensure all portfolio holdings comply with internal risk parameters, investment mandates, and regulatory requirements.Reporting: Prepare executive-ready reports, presentations, and dashboards for internal stakeholders regarding portfolio health and returns.Trade Support: Coordinate with trading desks and operations teams to reconcile holdings, cash flows, and corporate actions.QualificationsEducation: Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related quantitative field.Experience: 2 to 4 years of experience in investment analysis, asset management, or corporate finance.Required SkillsTechnical Proficiency: Advanced proficiency in Microsoft Excel and familiarity with financial platforms such as Bloomberg Terminal or FactSet.Analytical Skills: Strong quantitative reasoning skills with a keen eye for detail and data accuracy.Certifications: Progress toward or completion of professional designations (e.g., CFA or FRM) is strongly preferred.Communication: Excellent written and verbal communication skills, with the ability to present complex financial concepts clearly.","datePosted":"2026-08-22T12:05:16.580Z","dateModified":"2026-08-22T12:05:16.580Z","hiringOrganization":{"@type":"Organization","name":"Codex Techit","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Denver","addressRegion":"CO","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"ce4bd81a1cc3d498e7d96c6f"},"url":"https://jobsearcher.com/jobs/ce4bd81a1cc3d498e7d96c6f"}}