Portfolio Analyst at Logitex Reconnaissance Solutions

Job Code: PM-PA-022-01 - PM-PA-022-06

Job Description

• The Portfolio Analyst is responsible for supporting the management of the organization's investment portfolio.
• They assist in the analysis and evaluation of investment opportunities, as well as monitoring the performance of existing investments.
• The Portfolio Analyst must have strong analytical and communication skills to effectively support the portfolio management team.

Responsibilities

• Assist in the analysis and evaluation of potential investment opportunities, including financial modelling, risk assessment, and due diligence.
• Conduct research and analysis on market trends and conditions to inform investment decisions.
• Monitor portfolio performance and identify trends or issues that require attention.
• Generate reports on portfolio performance and metrics, including risk and return profiles, attribution analysis, and exposure analysis.
• Collaborate with other teams and departments to gather data and information necessary for portfolio analysis and reporting.
• Develop and maintain databases and systems to track portfolio data and performance metrics.
• Assist in the preparation of materials for external presentations to clients or other stakeholders.
• Support the portfolio management team in other tasks and projects as needed.

Qualifications, Experience, and Attributed Skills

• Bachelor's Degree in Finance, Economics, Engineering or a related field.
• 4-6 years of experience in investment management or portfolio analysis.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial data and make informed investment decisions.
• Proficiency in financial modelling and analysis, including experience with Excel and other financial analysis tools.
• Excellent organizational and time management skills, with the ability to multitask and prioritize effectively.
• Strong written and verbal communication skills, with the ability to present complex information clearly and concisely.
• Knowledge of financial markets, investment products, and regulatory requirements.
• Detail-oriented and able to work independently as well as in a team environment.
• Willingness to learn and adapt to new technologies and processes as needed