What are the responsibilities and job description for the Portfolio Analyst position at Boly:Welch?
Job Number: 15903
Salary: $90K-$110K DOE
Industry: Financial Services
What Matters Most
Bring your portfolio management experience and get ready to collaborate with colleagues at this growing investment firm.
As Portfolio Analyst, you’ll monitor client portfolios daily, partner with the lead trader to propose portfolio trades, and analyze the Investment Teams processes to implement efficient improvements. Strong organization skills and a keen eye for details are a must, as you’ll contribute analyses and data management to support investment decisions, and aggregate, report, and analyze equity and fixed income portfolio data from a wide range of sources.
The Director of Investments and the Fixed Income Portfolio Manager will count on your solid understanding of portfolios and trading. They’re looking for someone who is sharp and analytical. Could this be you?
You’ll be working in a hybrid role in Lake Oswego.
Your New Organization
This local B Corp investment firm values collaboration, innovation, and the client experience above all else. Here, you’ll find a small team of professionals who are focused on the big picture and thrive on clear communication and acknowledge the importance of life outside the office.
Benefits include 100% employer-paid medical and vision coverage, an HSA with generous employer contributions, PTO, paid holidays, sick leave, and a 401(k) plus 6% match. They also have perks such as commuter reimbursement, charitable giving matching, and company volunteer events!
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
Interested in seeing more positions like this? Click here .
#MID0622
Salary: $90K-$110K DOE
Industry: Financial Services
What Matters Most
- Bachelor’s degree required; concentration in Business, Finance, or Economics preferred
- 3 years of experience in financial services required; 3 years of experience in investment operations preferred
- Proficiency with Microsoft Excel, PowerPoint, and Word required
- Experience with Microsoft SharePoint, Teams, and Outlook preferred
- Experience with Bloomberg Terminal, Salesforce, and Portfolio management software preferred
Bring your portfolio management experience and get ready to collaborate with colleagues at this growing investment firm.
As Portfolio Analyst, you’ll monitor client portfolios daily, partner with the lead trader to propose portfolio trades, and analyze the Investment Teams processes to implement efficient improvements. Strong organization skills and a keen eye for details are a must, as you’ll contribute analyses and data management to support investment decisions, and aggregate, report, and analyze equity and fixed income portfolio data from a wide range of sources.
The Director of Investments and the Fixed Income Portfolio Manager will count on your solid understanding of portfolios and trading. They’re looking for someone who is sharp and analytical. Could this be you?
You’ll be working in a hybrid role in Lake Oswego.
Your New Organization
This local B Corp investment firm values collaboration, innovation, and the client experience above all else. Here, you’ll find a small team of professionals who are focused on the big picture and thrive on clear communication and acknowledge the importance of life outside the office.
Benefits include 100% employer-paid medical and vision coverage, an HSA with generous employer contributions, PTO, paid holidays, sick leave, and a 401(k) plus 6% match. They also have perks such as commuter reimbursement, charitable giving matching, and company volunteer events!
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
Interested in seeing more positions like this? Click here .
#MID0622
Salary : $90,000 - $110,000
