
Senior Portfolio Strategist
4 days ago
This is a part-time remote contract role for a Finance Investment Analyst.
We seek an experienced professional with CFA certification and 8+ years of experience in US Finance Markets.
The ideal candidate will have expertise in analyzing annual reports and SEC documents, as well as strong analytical skills and experience in financial analysis.
The selected candidate will be responsible for evaluating live model responses related to finance, reading and analyzing US SEC documents, and creating financial models. Additionally, they should have experience in investments and portfolio management, excellent written and verbal communication skills, and the ability to work independently and remotely.
Key Responsibilities Include:
- Analyzing annual reports and SEC documents
- Evaluating live model responses related to finance
- Creating financial models
Requirements:
- Strong analytical skills and experience in financial analysis
- Proficiency in reading and analyzing US SEC documents and do financial modeling
- Experience in investments and portfolio management
- Excellent written and verbal communication skills
- Ability to work independently and remotely
- CFA Certification is a must along with Bachelor's degree in Finance, Economics, Business, or a related field
- Should have 8+ years of Investment Analysis experience
Apart from these core requirements, the candidate should also possess excellent problem-solving skills, attention to detail, and the ability to meet deadlines. The ideal candidate should be self-motivated, disciplined, and able to prioritize tasks effectively. They should also be proficient in MS Office Suite and other relevant software tools.
Job Structure:
1) A paragraph (50 words) summary of the role.
2) Detailed job description with minimum 500 words explaining the responsibilities, required skills, qualifications, and the ideal candidate profile.
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