Portfolio Analyst

Axos Bank • San Diego, CA

6d • $25 - $26

About The Position

The Portfolio Analyst plays a critical role in supporting the development and execution of investment strategies that align with organizational objectives with the Axos Invest business. This position requires strong analytical skills, attention to detail, and the ability to collaborate effectively across teams. Collaborate with cross-functional teams to formulate and implement innovative investment strategies that optimize portfolio performance. Contribute to the creation of compelling, data-driven presentations for clients and stakeholders, ensuring clarity and impact. Maintain a proactive awareness of evolving market trends and regulatory requirements, providing timely insights to inform decision-making. Partner with senior leadership, including the Chief Investment Officer, on strategic projects and initiatives. Manage both short-term and long-term projects, ensuring deliverables are met with precision and within deadlines. Participate in internal and external meetings, calls, and collaborative projects with other team members to drive alignment and execution Deliver financial modeling and reporting, execute tasks crucial to optimizing client portfolios within Axos Invest

Requirements

• Strong analytical and quantitative skills with proficiency in financial modeling and data analysis.
• Excellent communication and presentation skills.
• Ability to work independently and as part of a team in a fast-paced environment.
• Familiarity with investment products, portfolio management principles, and regulatory frameworks.

Nice To Haves

• Bachelor's degree in Finance, Economics, Business, or related field.
• 1+ years' experience working in investments, portfolio management and banking

Responsibilities

• Collaborate with cross-functional teams to formulate and implement innovative investment strategies that optimize portfolio performance.
• Contribute to the creation of compelling, data-driven presentations for clients and stakeholders, ensuring clarity and impact.
• Maintain a proactive awareness of evolving market trends and regulatory requirements, providing timely insights to inform decision-making.
• Partner with senior leadership, including the Chief Investment Officer, on strategic projects and initiatives.
• Manage both short-term and long-term projects, ensuring deliverables are met with precision and within deadlines.
• Participate in internal and external meetings, calls, and collaborative projects with other team members to drive alignment and execution
• Deliver financial modeling and reporting, execute tasks crucial to optimizing client portfolios within Axos Invest

Benefits

• Medical, Dental, Vision, and Life Insurance
• Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
• HSA or FSA account and other voluntary benefits
• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees