Portfolio Investment Analyst Job at Vaco by Highspring, Newport Beach, CA

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  • Vaco by Highspring
  • Newport Beach, CA

Job Description


ROLES & RESPONSIBILITIES:
* Primary responsibilities include assisting in all parts of the portfolio construction and review process to ensure portfolios align with investment objectives and RA's rigorous investment standards.
* Perform analysis on investment performance to construct quality, customized portfolios
* Conduct rigorous quality control checks with in-depth understanding of investment strategies and a keen eye for proactively identifying and resolving potential issues.
* Resolve complex corporate actions and other portfolio construction related challenges that require excellent problem-solving skills. Derive actionable insights.
* Stay abreast of industry trends and market developments that may impact investment strategies, sharing relevant insights with the team.
* Assist with supporting client functions requests, promptly addressing inquiries.
EDUCATION & EXPERIENCE:
* Entry level - 4 years Experience
* Proficiency with Microsoft Excel required.
* Acute attention to detail and deep curiosity of data required.
* Strong verbal and written communication skills required.
* Degree in Business/Economics, or Mathematics/Statistics/Engineering preferred.
* Proficiency in Python preferred.

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Job Tags

Local area,

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