What are the responsibilities and job description for the Portfolio Analyst position at Jacobs Levy Equity Management?
At Jacobs Levy Equity Management, we are seeking a skilled and detail-oriented professional to join our Client Service and Business Development Group.
The successful candidate will have strong analytical skills, excellent communication abilities, and a proven track record of producing high-quality reports and data analysis.
Responsibilities:
- Prepare client, consultant, and prospective client reports
- Assist in preparing and managing RFPs and questionnaires by drafting responses, producing requested data and reports, and assembling detailed support information
- Update and help manage consultant databases
Requirements include:
- Bachelor's degree, preferably in Finance, Economics, Business, Math or related field
- 3 years of related experience in a fast-paced corporate office environment, preferably in the finance industry
- Experience with RFPs preferred
- Exposure to portfolio and/or performance analysis software a plus
- Team-player
