Portfolio Analyst-Investments
The Standard(19 days ago)
About this role
The Portfolio Analyst at The Standard supports the Investment Management team by conducting portfolio analytics, preparing performance reports, and managing data accuracy. They focus on fixed-income market research, support investment strategies, and improve operational processes within a collaborative environment. The role involves working closely with various investment and operational teams to optimize investment outcomes.
Required Skills
- Bloomberg
- FactSet
- Power BI
- Financial Modeling
- Capital Markets
- Fixed Income
- Data Analysis
- Regression Analysis
- Investment Strategies
- Market Research
Qualifications
- Bachelor’s degree in Finance, Business, Mathematics, or related field
- Minimum of four years’ relevant experience in investment
- Professional certification pursuit (e.g., CFA)
About The Standard
standard.comWe provide insurance, retirement and investment products and services. Work with our team of remarkable people united by compassion and a genuine desire to help others.
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