Savant Financial Technologies
Portfolio Analyst
Savant Financial Technologies, Brooklyn, New York, United States, 11210
We are seeking a detail-oriented and analytical Portfolio Analyst to join our team. The Portfolio Analyst will be responsible for monitoring and analyzing investment portfolios, conducting performance reviews, and providing actionable insights to support decision-making. This role requires a strong understanding of financial markets, data analysis, and portfolio management principles, as well as excellent communication skills for presenting findings to stakeholders.
Key Responsibilities
Portfolio Analysis and Monitoring
Analyze investment portfolios to assess performance, risk, and alignment with objectives.Monitor market trends and economic indicators that could impact portfolio value.Conduct scenario analysis and stress testing to evaluate portfolio resilience.
Performance Reporting
Prepare detailed performance reports, including returns, benchmarks, and risk metrics.Create visual dashboards and presentations to communicate portfolio insights to stakeholders.Ensure timely and accurate delivery of performance reports to clients or internal teams.
Risk Assessment and Mitigation
Identify potential risks within the portfolio and recommend strategies to mitigate them.Monitor portfolio exposures to ensure adherence to risk management guidelines.Collaborate with risk management teams to align portfolio strategies with organizational policies.
Research and Strategy Support
Conduct research on asset classes, sectors, and markets to support investment strategies.Analyze historical data and forecast future performance to inform portfolio decisions.Provide recommendations for asset allocation, diversification, and rebalancing.
Stakeholder Collaboration
Work closely with portfolio managers, traders, and investment teams to ensure alignment on goals.Communicate findings and recommendations effectively to both technical and non-technical stakeholders.Assist in the preparation of materials for client meetings, presentations, and reviews.
Compliance and Documentation
Ensure compliance with regulatory requirements and internal investment policies.Maintain accurate records of portfolio activities, decisions, and changes.Contribute to the development of procedures and processes to enhance portfolio operations.
Qualifications
Education and Experience
Bachelor's degree in Finance, Economics, Business, or a related field.2-4 years of experience in portfolio analysis, investment management, or a related role.
Technical Skills
Strong proficiency in financial modeling and data analysis tools (e.g., Excel, Bloomberg, FactSet).Experience with portfolio management software or platforms.Familiarity with financial instruments, asset classes, and risk metrics.Understanding of statistical and quantitative analysis methods.
Soft Skills
Strong analytical and problem-solving abilities.Excellent communication and presentation skills.Attention to detail and a proactive approach to identifying opportunities or challenges.
Preferred
CFA or CIPM certification (or progress toward certification).Knowledge of programming languages such as Python or R for data analysis.Experience in ESG (Environmental, Social, and Governance) analysis.
If you are interested in getting more information about this opportunity, please contact Irina Rozenberg Recruiting@arielpartners.com at your earliest convenience.
At Ariel Partners, we solve the most difficult problems that inhibit technology from enabling our customers to achieve their goals. Our vision is to be recognized by our stakeholders as an elite provider of IT solutions, so when they have their biggest challenges, we are on their short list. We are looking for team members who share our values of: Integrity to do the right thing even when it hurts; Commitment to the long-term success and happiness of our customers, our people, and our partners; Courage to take on difficult challenges, accept new ideas, and accept incremental failure; and the constant pursuit of Excellence. Ariel Partners is an Equal Opportunity Employer in accordance with federal, state, and local laws.
Key Responsibilities
Portfolio Analysis and Monitoring
Analyze investment portfolios to assess performance, risk, and alignment with objectives.Monitor market trends and economic indicators that could impact portfolio value.Conduct scenario analysis and stress testing to evaluate portfolio resilience.
Performance Reporting
Prepare detailed performance reports, including returns, benchmarks, and risk metrics.Create visual dashboards and presentations to communicate portfolio insights to stakeholders.Ensure timely and accurate delivery of performance reports to clients or internal teams.
Risk Assessment and Mitigation
Identify potential risks within the portfolio and recommend strategies to mitigate them.Monitor portfolio exposures to ensure adherence to risk management guidelines.Collaborate with risk management teams to align portfolio strategies with organizational policies.
Research and Strategy Support
Conduct research on asset classes, sectors, and markets to support investment strategies.Analyze historical data and forecast future performance to inform portfolio decisions.Provide recommendations for asset allocation, diversification, and rebalancing.
Stakeholder Collaboration
Work closely with portfolio managers, traders, and investment teams to ensure alignment on goals.Communicate findings and recommendations effectively to both technical and non-technical stakeholders.Assist in the preparation of materials for client meetings, presentations, and reviews.
Compliance and Documentation
Ensure compliance with regulatory requirements and internal investment policies.Maintain accurate records of portfolio activities, decisions, and changes.Contribute to the development of procedures and processes to enhance portfolio operations.
Qualifications
Education and Experience
Bachelor's degree in Finance, Economics, Business, or a related field.2-4 years of experience in portfolio analysis, investment management, or a related role.
Technical Skills
Strong proficiency in financial modeling and data analysis tools (e.g., Excel, Bloomberg, FactSet).Experience with portfolio management software or platforms.Familiarity with financial instruments, asset classes, and risk metrics.Understanding of statistical and quantitative analysis methods.
Soft Skills
Strong analytical and problem-solving abilities.Excellent communication and presentation skills.Attention to detail and a proactive approach to identifying opportunities or challenges.
Preferred
CFA or CIPM certification (or progress toward certification).Knowledge of programming languages such as Python or R for data analysis.Experience in ESG (Environmental, Social, and Governance) analysis.
If you are interested in getting more information about this opportunity, please contact Irina Rozenberg Recruiting@arielpartners.com at your earliest convenience.
At Ariel Partners, we solve the most difficult problems that inhibit technology from enabling our customers to achieve their goals. Our vision is to be recognized by our stakeholders as an elite provider of IT solutions, so when they have their biggest challenges, we are on their short list. We are looking for team members who share our values of: Integrity to do the right thing even when it hurts; Commitment to the long-term success and happiness of our customers, our people, and our partners; Courage to take on difficult challenges, accept new ideas, and accept incremental failure; and the constant pursuit of Excellence. Ariel Partners is an Equal Opportunity Employer in accordance with federal, state, and local laws.