What are the responsibilities and job description for the Portfolio Analyst position at Ascensus LLC?
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.
The Portfolio Analyst for Newport Trust will be responsible for performing equity research on portfolio companies, conducting due diligence for projects, preparing reports for internal review and clients, and executing daily trading programs.
Section 2: Job Functions, Essential Duties and Responsibilities
- Conduct ongoing monitoring of publicly traded corporations and update committee on notable developments
- Draft reports utilizing financial statement analysis, FACTSET spreadsheet models and valuation techniques
- Review information and prepare deliverables in accordance with engagement deadlines
- Present institutional account review and performance analysis at meetings
- Perform research on shareholder proposals and recommend voting patterns for annual or special meetings
- Provide brokers with daily instructions to execute trading programs
- Contribute to business development efforts by performing market research and preparing presentations
- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
- Our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
Section 3: Experience, Skills, Knowledge Requirements
- Bachelor’s degree from an accredited university in a business program or related field (e.g., Finance, Economics).
- Professional interest in equity research, project management, and/or trading
- Ability to perform detailed financial statement analysis and construct financial models
- Strong written and verbal communication skills
- Focused on delivering responsive and high quality service to clients
- Proven team player who works effectively with colleagues
- Highly motivated individual with entrepreneurial spirit who is eager to learn, contribute to the team’s success, and grow the business
- Chartered Financial Analyst (CFA) designation preferred but not required
We are proud to be an Equal Opportunity Employer.
The national average salary range for this role is $60,000 - $90,000 in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Salary : $60,000 - $90,000
