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Senior Analyst, Portfolio Management
Job in
San Bernardino, San Bernardino County, California, 92409, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Key Responsibilities Provide analytical support for investment planning, asset tracking, and portfolio management reporting Prepare and present investment and portfolio analysis to internal and external stakeholders Collaborate with various teams to reconcile and leverage investment information
Required Qualifications 2 years of industry experience, preferably in fixed income asset management
Experience with GAAP and Statutory financial reporting is a plus CFA designation or progress towards it is preferred Proficiency in Microsoft Excel and PowerPoint; knowledge of fixed income reporting systems is a plus Experience in programming (Microsoft Access, VBA) or operational improvements (Six Sigma) is a plus
Position Requirements
10+ Years
work experience
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