
Leading Investment Banking Portfolio Analyst
6 days ago
A leading financial organization is seeking a skilled Business Analyst to join their team.
The ideal candidate will have a strong background in investment banking and buy-side experience, with exceptional analytical and Excel skills. The successful applicant will be responsible for analyzing portfolio- and security-level performance, risk, and attribution, as well as collaborating with cross-functional teams to build robust portfolio intelligence tools and analytics components.
The company is looking for a highly motivated individual who can work independently in a fast-paced environment and has a deep understanding of core investment concepts, including portfolio theory, risk attribution, yield, drawdown, correlation, and volatility.
The successful candidate will also have excellent communication skills with institutional clients, a demonstrated interest in financial markets and investment strategies, and the ability to interpret and clearly communicate financial metrics to stakeholders.
- 1–3 years of experience in a front-office financial role
- Exceptional analytical and Excel skills
- Deep understanding of core investment concepts: portfolio theory, risk attribution, yield, drawdown, correlation, and volatility
- Excellent communication skills with institutional clients
- Demonstrated interest in financial markets and investment strategies
- Ability to work independently in a fast-paced environment
- Familiarity with institutional investment processes and financial data tools
Bachelor's or Master's degree from a top-ranked university in Finance, Economics, Engineering, or a related field is required, with a minimum GPA of 8.0+. CFA, FRM, or MBA is a strong plus.
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