Portfolio Analyst

Our client in the financial services industry is looking for a Portfolio Analyst to join their team in Los Angeles County.


Job Description:

  • Manage multiple portfolios
  • Assist with daily and monthly reporting
  • Assist with pre-trade compliance and post-trade allocations
  • Prepare investment-related reports and presentations



  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Familiarity with trade order management systems
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to adapt to changing priorities
  • Able to work both independently and collaborate as part of a team
  • Detail-oriented
  • Strong work ethic



  • Bachelor’s degree in business, economics or related field and a minimum of 4 years’ relevant experience

Ref#: 20732

Elizabeth ValadezPortfolio Analyst