Portfolio Analyst I

Finance of America•Saint Paul, MN

About The Position

Responsible for supporting the Portfolio Management team in the analysis, implementation, and ongoing monitoring of investment portfolios by leveraging a deep understanding of financial markets, investment strategies, and analytical techniques.

Requirements

Strong analytical skills and proficiency in financial modeling techniques.
In-depth knowledge of financial markets and investment products.
Proficiency with spreadsheet and database software, including advanced Excel skills.
Ability to work effectively under pressure and manage multiple tasks.
Strong attention to detail and precision in data analysis and reporting.
Excellent verbal and written communication skills.
Bachelor's Degree in Finance, Economics, or related field.

Responsibilities

Conducts quantitative and qualitative analyses of portfolio investments.
Prepares reports on portfolio performance for stakeholders and clients.
Utilizes financial models to project future performance and evaluate risk.
Monitors economic and market trends to inform investment strategies.
Provides competitor analysis and identifies key differentiations.
Assists in development of investor materials and presentations.
Provides ad hoc reporting on loan performance and trends.
Addresses queries regarding investment portfolios with accurate and timely information.
Works closely with other departments, such as risk management and compliance, to ensure portfolio activities meet regulatory standards.
Participates in regular team meetings to discuss market conditions, portfolio strategies, and operational efficiency.
Performs other duties as assigned.