Portfolio Analyst-Investments

The Standard•Dallas, TX

1d•Remote

About The Position

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary: The Portfolio Analyst plays a pivotal role within the Investment Management team, contributing to a dynamic and collaborative environment. Core responsibilities encompass conducting thorough portfolio-level analytics and delivering insightful performance reports. The position also involves collecting, processing, and ensuring the accuracy of security-level data and trade entries. A key focus is placed on fixed-income market research and the preparation of a weekly tactical report to inform and enhance investment strategies. Additional responsibilities include managing and validating investment data, spearheading process enhancements, responding to organizational data requests, and engaging in vendor selection, due diligence, and ongoing relationship management. In this capacity, the Portfolio Analyst partners closely with principal investment professionals, actuaries, accountants, and product development teams, all working together to achieve optimal investment outcomes across public and private strategies. Ability to work in Eastern Time Zone is a requirement of the role.

Requirements

Bachelor’s degree in Finance, Business, Mathematics, or a related field is required.
Minimum of four years’ relevant experience in principal investment or capital markets environments.
Candidates must exhibit strong financial modeling and analytical abilities within an investment or capital market setting, complemented by expertise in the United States capital markets.
The position demands keen attention to detail, self-motivation, and a collaborative approach to teamwork.
Familiarity with fixed income investments such as corporate bonds, structured securities and private placements.
Ability to work in Eastern Time Zone is a requirement of the role.

Nice To Haves

Progress toward, or a demonstrated interest in, obtaining the CFA designation is highly valued.
Familiarity with Bloomberg and at least one major fixed-income analytics platform (FactSet, Aladdin, Bond Edge, etc.).
Project management experience.
Experience with Power BI or similar data visualization tools.

Responsibilities

Lead analysis initiatives to support benchmarking, reporting, performance and attribution analysis, surveillance, and compliance testing.
Lead efforts guiding the investment management team in evaluating, enhancing, and implementing credit and investment analytical tools.
Provide essential support to the portfolio management team, including trade tracking and entry, cash flow monitoring, new-issue deal sourcing, and related tasks.
Lead efforts to enhance operational efficiencies, supporting portfolio optimization, data integrity, and precise reporting.
Innovate by developing tools that streamline and automate key processes.

Benefits

A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
An annual incentive bonus plan
Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
A supportive, responsive management approach and opportunities for career growth and advancement
Paid parental leave and adoption/surrogacy assistance
An employee giving program that double matches your donations to eligible nonprofits and schools

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