Portfolio Analyst

Portfolio Analyst 

Full Time 

Reports to: Director of Investments 

Progressive Investment Management’s vision unites social and environmental mission with investment management discipline and memorable service to our clients. We are a small team of professionals who strive for quality, integrity, and kindness throughout our work – and we are looking for our next team member. If your career background and interests include portfolio rebalancing, process improvement, ESG research, and serving in an integral role on a small investment management team, we’d love to meet you. 

ABOUT THE POSITION 

As Progressive’s Portfolio Analyst, you will support our Director of Investments and Fixed Income Portfolio Manager / Lead Trader to maintain customized client portfolios of ESG-screened individual equity and fixed income securities. It is expected that this role will consistently apply Progressive’s investment philosophy, strategies, and portfolio implementation procedures. Once trained, a typical day will include monitoring portfolios for alignment with target asset allocation, responding to requests to raise cash, performing analysis, and proposing potential trades. You will also complete a range of portfolio data maintenance tasks in Tamarac and Bloomberg. On a weekly, monthly, and quarterly basis you will be involved in a range of team functions, such as recordkeeping for meetings, calculating investment strategy returns, and updating materials used for client conversations or compliance documentation. As your knowledge develops, you will pursue additional projects and initiatives, such as improvements to ESG and proxy data management and evaluation of process automation tools.  Future career growth in this role will be driven by enhancing your portfolio and trading knowledge, which will expand your responsibility for managing more advanced trades. 

RESPONSIBILITIES 

Primary responsibilities at the outset of this role will include the following: 

• Develop a thorough understanding of Progressive’s investment philosophy, strategies, and portfolio implementation procedures  
• Daily monitoring of all client portfolios to ensure alignment with their asset allocation target and allowable variance.  
• Working in partnership with the lead trader, propose recurring or as-needed portfolio trades consistent with Progressive’s investment philosophy.    
• Analyze Investment Team processes and implement efficiency improvements, such as software or workflow structures.  
• Contribute periodic analyses and data management to support investment decisions. 
• Maintain accurate portfolio management software data, including securities classifications for client reporting, compliance, or other business purposes  
• Participate in team meetings and maintain records of content and action plans.  
• Aggregate, report, and analyze equity and fixed income portfolio data from a range of sources, including corporate reporting, Environmental, Social, and Governance research, proxy voting service providers, and Bloomberg. 

EDUCATION, SKILLS, AND ABILITIES 

We are seeking candidates with the following qualifications: 

Required: 

• Education: Bachelors degree 
• Minimum of 3 years in a role with transferrable experience, such as investment operations  
• Software: Excel. Ability to create vlookups, filters, pivot tables, and formulas. 
• Software: PowerPoint. Ability to update and maintain existing presentations. 
• Software: Word. Ability to update and maintain documents for a range of needs. 
• Uphold rigorous ethics, privacy, and quality standards  
• Possess a strong work ethic and personal discipline  
• Strong attention to detail and accuracy   
• Manage multiple priorities in an accurate and timely manner  
• Demonstrate strong writing skills and ability to summarize information  
• Collaborate with colleagues and work together as a team to meet clients’ needs  

Preferred: 

• Education: Background in business, finance, or economics 
• Software: Bloomberg Terminal  
• Software: Microsoft SharePoint, Teams, and Outlook 
• Software: Salesforce  
• Software: Portfolio management and rebalancing software, such as Tamarac Reporting and Trading, Advent Moxy, Charles River IMS, Orion Eclipse, or Black Diamond Rebalancer.   
• Experience with process automation and implementation of software solutions  
• Experience with ESG and proxy voting analysis and tools  

WHY JOIN PROGRESSIVE 

Progressive values creating an environment where our team can deliver our best work for our clients and contribute to our broader mission. We are a certified B Corporation and view business as a path to fight climate change and improve social equity. We strive to keep that ideal central in our investment process, our interactions with clients, and our business operations.  

Founded in 1982, Progressive Investment Management is considered a pioneer in the field of social and environmental investing. We are a fee-only Registered Investment Advisor serving high-net worth individuals, organizations, and mission-driven companies. We are focused on investment excellence with a disciplined, long-term approach. As of December 31, 2024 we had approximately $690 million in assets under management.  

COMPENSATION AND BENEFITS 

Starting salary range is $90,000 - $110,000 depending on experience  

Progressive’s compensation and benefits package includes: 

• Health insurance (medical, dental, vision) - 100% premiums paid for employee / 50% premiums paid for employee’s dependents 
• Option for health savings account or flexible spending account 
• Dependent care flexible spending account 
• Vacation (15 days in years 1-2), ten paid holidays, and sick/caregiver leave 
• 401(k) plan with 6% match 
• Employer-paid life insurance and long-term disability insurance 
• Bike commute and transit reimbursement 
• Charitable giving matching funds and company volunteer events 

This role is based in our Lake Oswego, OR office. Hybrid-remote schedule is available with prior approval.  

Applicants must have U.S. work authorization. The selected candidate must undergo a background and credit screening as a condition of hire. Progressive Investment Management is an Equal Employment Opportunity employer and strives to provide equal opportunity to all employees and qualified applicants without regard to race, religion, color, sex, age, national origin, sexual orientation, gender identity, genetic information, physical or mental disability, veteran’s status, marital status, domestic partner status, or any other status protected under applicable local, state or federal nondiscrimination laws.