Analyst, Portfolio Management and Research– USA
Job Title:
Analyst, Portfolio Management and Research– USA
Location:
Washington DC
Salary:
Competitive Salary Package + Benefits Job Purpose Our client, a global investment management firm in Washington, DC, is seeking an
Analyst for Portfolio Management and Research . This role is ideal for an early-career professional with strong expertise in buy-side research and analytics, looking to grow in a dynamic and innovative environment. The Analyst will support portfolio management activities and provide critical research and insights to drive investment decisions. Key Responsibilities Conduct in-depth research and analysis on potential investment opportunities across asset classes. Assist in the management of investment portfolios, ensuring adherence to strategy and performance benchmarks. Develop financial models, perform valuation analysis, and prepare investment recommendations. Monitor market trends, macroeconomic indicators, and competitive dynamics to identify risks and opportunities. Prepare reports and presentations for internal stakeholders and clients. Collaborate with the portfolio management team to implement investment strategies and monitor performance. Support due diligence and evaluation processes for new and existing investments. Qualifications and Experience Bachelor’s degree in Finance, Economics, or a related field (CFA Level 1 or progress toward certification preferred). 2-5 years of experience in buy-side research, portfolio management, or a related analytical role. Strong quantitative and analytical skills, with experience in financial modeling and valuation. Familiarity with alternative assets and global investment markets is a plus. Proficiency in data analysis tools such as Excel, Bloomberg, or other financial software. Excellent communication and presentation skills, with the ability to convey complex information succinctly. A proactive and detail-oriented mindset, with a passion for investment management.
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Analyst, Portfolio Management and Research– USA
Location:
Washington DC
Salary:
Competitive Salary Package + Benefits Job Purpose Our client, a global investment management firm in Washington, DC, is seeking an
Analyst for Portfolio Management and Research . This role is ideal for an early-career professional with strong expertise in buy-side research and analytics, looking to grow in a dynamic and innovative environment. The Analyst will support portfolio management activities and provide critical research and insights to drive investment decisions. Key Responsibilities Conduct in-depth research and analysis on potential investment opportunities across asset classes. Assist in the management of investment portfolios, ensuring adherence to strategy and performance benchmarks. Develop financial models, perform valuation analysis, and prepare investment recommendations. Monitor market trends, macroeconomic indicators, and competitive dynamics to identify risks and opportunities. Prepare reports and presentations for internal stakeholders and clients. Collaborate with the portfolio management team to implement investment strategies and monitor performance. Support due diligence and evaluation processes for new and existing investments. Qualifications and Experience Bachelor’s degree in Finance, Economics, or a related field (CFA Level 1 or progress toward certification preferred). 2-5 years of experience in buy-side research, portfolio management, or a related analytical role. Strong quantitative and analytical skills, with experience in financial modeling and valuation. Familiarity with alternative assets and global investment markets is a plus. Proficiency in data analysis tools such as Excel, Bloomberg, or other financial software. Excellent communication and presentation skills, with the ability to convey complex information succinctly. A proactive and detail-oriented mindset, with a passion for investment management.
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