Finance Portfolio Manager

hace 2 semanas


Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo
Job Overview

We are seeking a highly skilled Financial Institutions Team member to support our senior analysts in the administration of their fixed income portfolios. As a key member of our team, you will be responsible for writing annual reviews of portfolio investments, modeling financial results, and reviewing company publications and third-party research.

Key Responsibilities
  • Identify and analyze company-specific and industry-wide investment risks, developing a framework for credit ratings and rating tolerances.
  • Translate investment risks into a credit rating and become familiar with deal-specific and industry-standard documentation.
  • Attend management presentations and participate in discussions on company strategy and performance, interfacing with sell-side and third-party research analysts.
  • Prepare comprehensive written reviews of individual investments and communicate changes in investment risk across the investment team and broader investment management complex.
  • Contribute to efforts in researching markets, companies, and industries for identifying new investment opportunities and participate in due diligence processes.
Requirements
  • A bachelor's degree in finance, business, accounting, or economics.
  • Well-developed quantitative and qualitative analytical skills, with highly developed written and verbal presentation skills.
  • Competency in office software and two to four years of relevant experience.
  • Pursuing or planning to pursue the CFA designation or an MBA.
What We Offer

We offer a flexible work environment, wellness benefits, and a range of retirement savings plans. Eligible employees have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.


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