Senior Portfolio Analyst, Mellon Indexing
About The Position
Bachelor s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 3-5 years of investment experience preferred or over 2 years of investment experience preferred for MBAs or CFAs. Will support advancement to CFA for candidates. An understanding of security and derivatives valuation, equity portfolio management concepts, ETFs and experience in trading equity securities is desired. Excellent analytical skills, high aptitude for quantitative reasoning and problem-solving preferred Advanced skills in Excel. Strong verbal and written communication/presentation skills. Ability to work under pressure and in time-sensitive environments. Extreme attention to detail and high degree of organization. Strong team player with a positive attitude. Must be willing to work market hours Experience with Aladdin, Factset, Bloomberg, and other 3rd Party Portfolio Management systems preferred Experience with SQL, UNIX, VBA , C++, PERL, Python or similar tools are a plus
Requirements
- Bachelor s degree or the equivalent combination of education and experience is required
- 3-5 years of investment experience preferred or over 2 years of investment experience preferred for MBAs or CFAs
- An understanding of security and derivatives valuation, equity portfolio management concepts, ETFs and experience in trading equity securities is desired
- Excellent analytical skills, high aptitude for quantitative reasoning and problem-solving preferred
- Advanced skills in Excel
- Strong verbal and written communication/presentation skills
- Ability to work under pressure and in time-sensitive environments
- Extreme attention to detail and high degree of organization
- Strong team player with a positive attitude
- Must be willing to work market hours
- Experience with Aladdin, Factset, Bloomberg, and other 3rd Party Portfolio Management systems preferred
- Experience with SQL, UNIX, VBA , C++, PERL, Python or similar tools are a plus
Nice To Haves
- Advanced/graduate degree preferred
- Will support advancement to CFA for candidates
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
