Portfolio Analyst
$90,000–$130,000 year
HybridBaltimore, Maryland, United States
Job Summary
Conduct portfolio analysis incorporating market conditions, competitor analysis, and asset class characteristics to inform key stakeholders. Execute recurring analysis using AI-enabled tools to aggregate data, identify comparisons, and generate initial outputs subject to human review. Create custom, time-sensitive analysis by refining and validating outputs to ensure alignment with approved investment messaging. Support portfolio managers and specialists in responding to client inquiries and assisting with presentations, exhibits, and written commentaries. Provide Leverage to other investment professionals while maintaining subject matter knowledge of assigned portfolios, benchmarks, and peers. Support preparation of quarterly strategy updates with senior review and guidance. This role initially focuses on Investment-Grade debt strategies, offering a hybrid work schedule with up to one day per week from home.
Required Qualifications
- Bachelor's degree
- 2+ years of relevant work experience
Desired Qualifications
- Proven analytical and communication skills
- Progress towards or has CFA and/or Master's degree
- Fixed Income investment experience
- Demonstrated interest in and comfort with using AI-enabled tools, automation, or analytics to execute analytical and content-related work efficiently and responsibly
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