Portfolio Analyst
Masis Professional Group, New York, NY, United States
A growing investment management firm is looking to add a Portfolio Analyst/Junior Trader to its investment team. This role offers hands‑on exposure to portfolio management, fixed income markets, and investment strategy development within a collaborative environment.
This is an excellent opportunity for an early‑career finance professional who enjoys market analysis, data‑driven investment decisions, and working closely with portfolio managers.
What You’ll Do
Analyze portfolio performance and identify investment trends
Conduct market and industry research to support portfolio strategies
Assist with investment reporting and portfolio analytics
Maintain portfolio systems and investment data
Support the investment team with trading and portfolio implementation
What We’re Looking For
Bachelor’s degree in Finance, Economics, or related field
Strong analytical skills and attention to detail
Experience with Excel-based financial analysis
Understanding of fixed income markets and portfolio management concepts
Interest in pursuing the CFA designation is a plus
Familiarity with Bloomberg, Yieldbook, or financial databases is beneficial
Competitive base salary + bonus + benefits
This role provides excellent exposure to portfolio management and is ideal for someone looking to build a long‑term career in asset management or investment research.
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This is an excellent opportunity for an early‑career finance professional who enjoys market analysis, data‑driven investment decisions, and working closely with portfolio managers.
What You’ll Do
Analyze portfolio performance and identify investment trends
Conduct market and industry research to support portfolio strategies
Assist with investment reporting and portfolio analytics
Maintain portfolio systems and investment data
Support the investment team with trading and portfolio implementation
What We’re Looking For
Bachelor’s degree in Finance, Economics, or related field
Strong analytical skills and attention to detail
Experience with Excel-based financial analysis
Understanding of fixed income markets and portfolio management concepts
Interest in pursuing the CFA designation is a plus
Familiarity with Bloomberg, Yieldbook, or financial databases is beneficial
Competitive base salary + bonus + benefits
This role provides excellent exposure to portfolio management and is ideal for someone looking to build a long‑term career in asset management or investment research.
#J-18808-Ljbffr