Investment Analyst, Portfolio Management

  • Full-time

Company Description

Who they are and why you should join them….

Our client is a local investment advisor located in Tampa, specializing in cash management services, fixed income portfolio management for governmental clients statewide. This growth oriented organization is looking for a driven and detail-oriented, junior-level Investment Analyst, Portfolio Management, to join their talented team of diverse financial professionals.

The ideal candidate should thrive in a fast-paced environment, excel at data analysis, demonstrate a keen eye for precise detail and possess the desire to learn and grow with the organization. This role represents a great opportunity to join an organization that believes in supporting professional and personal growth with the ability to make an impact on the business.

Job Description

A typical day in the life of the Junior Investment Analyst consists of…

  • Collecting and organizing data in a relevant way to be presented (written and verbally) in collaboration with firm partners and sales teams.
  • Conducting detailed data analysis and financial modeling on behalf of the firm’s management team and partners.
  • Generating weekly, bi-weekly and monthly reports; produce detailed and accurate work products within the necessary timeframe to ensure organization risk is effectively mitigated.
  • Producing ad hoc data requests as needed.

Qualifications

Candidates must meet or exceed the following…

  • Bachelor’s degree in Business Administration, Finance, Accounting or related field; 1-2+ years financial analysis experience in the banking/financial services industry preferred, however recent college graduates encouraged to apply
  • Proficiency with Microsoft Office Suite; advanced Excel knowledge required
  • Exceptional attention to detail and quality of output; financial and/or statistical reporting experience preferred
  • Excellent verbal, written, analytical, and organizational skills
  • Strong multi-tasking abilities
  • A positive attitude, ability to work well independently and within a team, ability to learn new concepts quickly and be reliable for daily/weekly/monthly tasks

Additional Information

Our client is an EEO Employer. Please let us know if you need any assistance or accommodation in the application process.