Senior Portfolio Analyst
This is a Direct Hire opportunity.
This is a hybrid opportunity in Stamford, CT
About this Position
We are seeking a skilled Portfolio Analyst to join our team! This role involves working with a diverse range of clients, including Endowments & Foundations, Pension Plans, Family Offices, and Financial Intermediaries. As a Portfolio Analyst, you will be responsible for formulating investment policies, making strategic recommendations, and leveraging the company’s portfolio construction process and research platform.
Job Responsibilities
- Provide advisory services, playing a key role in developing and delivering recommendations.
- Formulate investment policies and guidelines, offering insights on funds, strategies, and portfolio characteristics based on internal research and established viewpoints.
- Monitor portfolios with a focus on performance, risk, exposures, and alignment with overall asset allocation.
- Maintain strong relationships, ensuring loyalty and retention through exceptional service.
- Conduct annual reviews and thoroughly evaluate published research on alternative assets.
- Participate in meetings, act as a representative in formal consultations, and prepare necessary documentation.
- Meet with asset managers, provide reports and strategy summaries, and assist in preparing strategy timing reports.
- Conduct bespoke research, prepare presentations, and maintain a strong understanding of client objectives.
- Identify cross-selling opportunities and prepare portfolio risk models.
- Deliver accurate reports and recommendations, adhering to best practices in portfolio construction.
Job Skills/Requirements
- 5+years of relevant experience in the alternatives industry.
- Strong written communication skills and possession of or advanced progression towards relevant professional qualifications (CFA, CAIA, CPA).
- Proactive self-starter with excellent time management and multi-tasking abilities.
- Professional demeanor and strong interpersonal skills.
- Proficiency in systems such as Excel, PowerPoint, Word, and Outlook.
- Willingness to travel frequently.
Additional Information:
- Direct-Hire salary position
- Fully paid Medical and Dental PPO
- Fully paid Basic Life and AD&D
- 401k & FSA
- Everyday Wellness, onsite weekly yoga and fitness
- 30 days paid time off each year including Vacation and Holidays
Pay: 125k – 165k salary
YUPRO Placement is the nation’s leading skills-first placement firm placing and promoting historically overlooked talent into permanent hire, apprenticeship, and contract job assignments. We represent clients who support skills-first inclusive hiring practices. YUPRO Placement is an equal opportunity employer.