Overview
Axos Invest, Inc. Target Range:
$25.00/Hr. - $26.00/Hr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10%. Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%. These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job
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.
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.
Preferred Qualifications
Bachelor’s degree in Finance, Economics, Business, or related field.
1+ years' experience working in investments, portfolio management and banking.
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.
Axos Employee Benefits May Include
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
About Axos Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.
Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
Pre-Employment Background Check and Drug Test All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.
Equal Employment Opportunity Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.
Job Functions and Work Environment While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
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Axos Invest, Inc. Target Range:
$25.00/Hr. - $26.00/Hr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10%. Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%. These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job
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.
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.
Preferred Qualifications
Bachelor’s degree in Finance, Economics, Business, or related field.
1+ years' experience working in investments, portfolio management and banking.
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.
Axos Employee Benefits May Include
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
About Axos Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.
Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
Pre-Employment Background Check and Drug Test All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.
Equal Employment Opportunity Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.
Job Functions and Work Environment While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
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