Portfolio Analyst
$90,000–$115,000 year
On-site · San Francisco, California, United States
Job Summary
The Portfolio Analyst role involves supporting the management of complex multi-asset class client portfolios, including investment analysis, portfolio monitoring, and liquidity management. Responsibilities also encompass trade coordination, portfolio oversight, and ensuring alignment with client objectives. The ideal candidate demonstrates strong analytical skills, keen attention to detail, and a collaborative mindset while effectively managing multiple priorities. A Bachelor's degree is required, preferably in Finance, Economics, Business Administration, Accounting, or a related field, alongside strong interpersonal skills and proficiency in relevant software.
Required Qualifications
- Bachelor’s degree required - preferred fields are Finance, Economics, Business Administration, Accounting, or related discipline
- Strong quantitative, analytical, problem-solving and interpersonal skills
- Strong analytical capabilities and exceptional organizational skills
Desired Qualifications
- Proficiency in Microsoft Office Suite (Excel and PowerPoint)
- Experience with Charles River, Factset, Bloomberg, Addepar and APX
Additional Requirements
- Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship)
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.