Portfolio Analyst
About The Position
Join our dynamic emerging markets team as a Portfolio Analyst focused on equity portfolio trading, portfolio analytics, basic ESG and fundamental research. This full-time role offers deep exposure to investment research, portfolio construction, and client strategy within a single asset class and investment team. Analysts will work closely with experienced professionals, gaining hands-on experience and building a strong foundation for a long-term career in asset management. We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days a week. Location: San Francisco, CA
Requirements
- An undergraduate degree in Finance, Business Administration, Economics, Accounting or related fields.
- 1-2 years of equity research experience seeking to deepen coverage responsibility and expand impact within an active investment platform.
- Solid knowledge of AI tools for data search and fundamental research
- Strong interest in fundamental analysis, ESG integration and basic understanding of financial markets.
- Solid understanding of financial concepts and basic investment principles and ESG investing.
- Proficiency in Microsoft Word, Microsoft Excel, including advanced functions such as pivot tables and financial modeling and relevant business intelligence tools.
- Strong analytical, critical thinking skills and attention to detail, with the ability to interpret and manipulate financial data effectively.
- Excellent communication skills, both verbal and written.
- Demonstrated ability to work collaboratively in a small team-oriented environment.
- Proactive mindset, showing initiative, curiosity, and a desire to learn and grow.
- Demonstrated interest or exposure to Emerging Markets, with relevant foreign language proficiency a plus
- Applicants must be legally authorized to work in The United States without sponsorship now or in the future.
Nice To Haves
- relevant foreign language proficiency a plus
Responsibilities
- Assist Analysts and Portfolio Managers in fundamental research and maintenance of Emerging Markets securities for various strategies.
- Actively participate in team meetings and training sessions, seeking opportunities to learn from experienced professionals and contribute to discussions.
- Assist Portfolio Managers in trading Emerging Markets equities and monitoring daily cash flows.
- Monitor investment portfolios, helping to identify potential risks, opportunities, and performance trends.
- Collaborate with cross-functional teams, including research analysts, portfolio managers, compliance, operations and traders, to support ESG and fundamental investment initiatives.
- Engage in ad-hoc projects, such as performance attribution analysis, risk management assessments, and scenario modeling.
Benefits
- annual discretionary bonus programs
- other annual or non-annual incentive or sales plans
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
