Portfolio Analyst [Remote]

Job Title: Portfolio Analyst

Duration: 12 months 

Location: Remote 

Required Pay Scale: $70/hour on W2

***Due to client requirements this role is only open to USC or GC candidates***

 

Job Summary:

This role is ideal for individuals who are analytical, detail-oriented, and have a strong interest in financial planning and portfolio management. As a Budget & Portfolio Analyst, you will work closely with the finance and investment teams to ensure that budgets are managed efficiently and portfolios are performing optimally, ultimately supporting the firms financial health and growth.
Key Responsibilities:

• Budget Analysis and Monitoring: Regularly analyze budget allocations and expenditures, ensuring alignment with the firms financial objectives and identifying areas for potential cost savings or reallocation.
• Portfolio Performance Monitoring: Track and assess the performance of investment portfolios, providing insights and recommendations to senior analysts and portfolio managers to enhance returns and mitigate risks.
• Financial Reporting: Prepare and present detailed financial reports that summarize budgetary performance and portfolio outcomes, highlighting key metrics and trends for senior management.
• Market Research: Conduct comprehensive research on financial markets, economic trends, and investment opportunities to support the development of strategic budget and portfolio management decisions.
• Collaboration with Teams: Work closely with the finance, investment, and underwriting teams to align budgeting and portfolio strategies with the firms overall business objectives.
• Support Project Management: Assist in the budgeting and financial tracking of key projects, ensuring that project expenditures are aligned with approved budgets and financial goals.

Required Qualifications:

• Educational Background: Bachelors degree in Finance, Economics, Accounting, or a related field.
• Technical Skills: Proficiency in Microsoft Excel, including advanced functions such as financial modeling and data analysis. Familiarity with financial statements and budget management tools such as ATP, ITP, Powerpoint etc.
• Analytical Skills: Strong analytical abilities with a meticulous attention to detail, capable of identifying trends and discrepancies in financial data.
• Communication Skills: Excellent written and verbal communication skills, with the ability to effectively convey complex financial information to both technical and non-technical stakeholders.
• Ability to Work Under Pressure: Experience managing multiple tasks in a fast-paced environment with tight deadlines.

Preferred Qualifications:

• Relevant Experience: Internship or prior experience in finance-related roles, particularly in budget management or portfolio analysis.
• Knowledge of Financial Software: Experience with budget management or portfolio analysis software and Presentation tools such as ATP, ITP, Jira, MS Excel, MS Powerpoint.

 


About Matlen Silver

Experience Matters. Let your experience be driven by our experience. For more than 40 years, Matlen Silver has delivered solutions for complex talent and technology needs to Fortune 500 companies and industry leaders. Led by hard work, honesty, and a trusted team of experts, we can say that Matlen Silver technology has created a solutions experience and legacy of success that is the difference in the way the world works.

 

Matlen Silver is an Equal Opportunity Employer and considers all applicants for all positions without regard to race, color, religion, gender, national origin, age, sexual orientation, veteran status, the presence of a non-job-related medical condition or disability, or any other legally protected status.

If you are a person with a disability needing assistance with the application or at any point in the hiring process, please contact us at email and/or phone at: info@matlensilver.com // 908-393-8600