Junior Portfolio Analyst
PTMA Financial Solutions is seeking a Junior Portfolio Analyst to support the Portfolio Management team in executing its strategy and managing trading operations. This role offers exposure to portfolio management and trading, requiring attention to detail and strong communication skills.
Responsibilities
- Daily reconciliation of fund assets, securities, and cash
- Update and maintain fund management reports
- Execute cash management trades
- Resolve and document trade settlement issues
- Perform broker dealer due diligence
- Assist with firmwide requests for market data and intelligence
- Research new products
- Facilitate regulatory filings
- Other duties as assigned
Skills
- 4-year bachelor's degree; preferably in finance, economics, or similar major
- 1-2 years of work experience in the financial industry
- Strong communication skills
- Initiative and decision-making skills
- Supreme attention to detail
- Ability to manage multiple tasks with deadlines
- Candidates currently pursuing a CFA are highly encouraged to apply
- Experience with Bloomberg is helpful
- Proficiency in MS Office
- Advanced Excel skills
- Experience with money markets or fixed income assets is highly desired
Benefits
- 401k
- Generous PTO
- Competitive pay structure
- Bonus opportunities
Company Overview