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Portfolio Analyst
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-10-07
Listing for:
Mach Partners
Full Time
position Listed on 2026-10-07
Job specializations:
-
Finance & Banking
Financial Analyst, Portfolio & Asset Management, Risk Manager/Analyst, Financial Advisor / Consultant
Job Description & How to Apply Below
- Partner with Trading and Middle Operations teams to coordinate complex and varied tasks
- Oversee daily trade settlement and corporate actions workflow across multiple asset classes
- Support Investor Coverage and Marketing groups
- Create, update, and review investor reporting packages
- Create and review risk and attribution reports for PMs and trading desk
- Work and collaborate with Investor Coverage, Trading and Legal Teams
- Accountable for independently managing projects from beginning to end
For the Portfolio Analyst position at Mach Partners, we are reviewing applications now.
We have an opening for a Portfolio Analyst in Charlotte, NC, United States within Finance.
This role, Portfolio Analyst at Mach Partners, could be your next career step.
Are you ready to take on the Portfolio Analyst role at Mach Partners?
We would love to welcome a new Portfolio Analyst to our organisation in Charlotte, NC, United States.
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