Investment Analyst
Job in
Tucson, Pima County, Arizona, 85718, USA
Listed on 2026-06-26
Listing for:
AppleOne Employment Services
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Analyst, Portfolio Manager, Financial Advisor / Consultant, Risk Manager/Analyst
Job Description & How to Apply Below
We are seeking a highly analytical Portfolio Analyst to support portfolio management, investment research, and portfolio implementation activities within a growing wealth management environment.
Key Responsibilities- Analyze investment portfolios, performance, and asset allocation strategies
- Support portfolio rebalancing, trade implementation, and investment operations
- Conduct market, economic, and investment research
- Prepare performance reports and portfolio reviews
- Collaborate with advisors and clients to support investment planning and portfolio recommendations
- Monitor portfolio risks, trends, and opportunities
- Assist with quantitative analysis, financial modeling, and investment reporting
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field
- Experience in portfolio management support, investment operations, wealth management, or financial analysis
- Strong understanding of asset allocation, portfolio performance, and investment markets
- Advanced Excel skills required
- Experience with investment platforms such as Morningstar, Orion, Tamarac, Bloomberg, Fact Set, or similar tools preferred
- Exposure to SQL, Power BI, Python, or financial modeling tools is a plus
- CFA designation or willingness to pursue the CFA program strongly preferred
Ideal candidates are detail-oriented, intellectually curious, and passionate about investments, financial markets, and long-term portfolio management.
Benefits include medical, dental, vision, 401(k), and statutory sick pay for temporary assignments.
Equal Opportunity Employer / Disabled / Protected Veterans
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