Portfolio Analyst
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-08-17
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Analyst, Risk Manager/Analyst
Job Description & How to Apply Below
- Monitor portfolio performance, asset allocation, and risk metrics
- Prepare portfolio reviews, investment reports, and client presentation materials
- Execute trades and support portfolio rebalancing according to investment policy guidelines
- Coordinate with trading, operations, and compliance teams to ensure accurate trade execution and settlement
- Provide portfolio analysis and reporting support for investment consultants and advisors during client meetings
- Identify opportunities to improve investment reporting, workflows, and operational efficiency
- Bachelor's degree in Finance, Economics, Accounting, Business, or a related field
- Minimum of 1 year of experience in investment management, institutional consulting, portfolio analysis, or related roles
- Strong analytical, quantitative, and organizational skills
- Proficiency in Microsoft Excel and investment reporting systems
- Knowledge of portfolio management, asset allocation, and capital markets
- CFA candidacy or progress toward a professional investment designation preferred
- Attention to detail
- Analytical thinking
- Communication and presentation skills
- Collaboration and teamwork
- Client focus
- Problem-solving and process improvement
Demonstrates expertise in portfolio management, asset allocation, and investment reporting, with strong analytical and quantitative skills to enhance operational efficiency and client engagement.
Highest-signal resume keywords- Portfolio Management
- Investment Reporting
- Microsoft Excel Proficiency
- Analytical Thinking
- Client Focus
- Portfolio Analysis
- Risk Metrics Monitoring
- Trade Execution
- Asset Allocation
- Investment Policy Guidelines
- Attention to Detail
- Communication Skills
- Collaboration
- Problem-Solving
- Organizational Skills
- CFA Candidacy
- Investment Management
- Institutional Consulting
- Capital Markets
- Investment Reporting Systems
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