Portfolio Management Analyst
El Segundo Direct Hire Accounting Up to 80K 06/26/2020

Job Description:

  • Responsible for supporting the portfolio management team in cash management, trade booking, execution, and asset allocation
  • Assist with daily portfolio management activities
  • Perform intra-portfolio trades and transfers to rebalance book
  • Prepare investment-related reports and presentations for senior investment professionals, senior management, board of directors, ratings agencies
  • Understand various client account needs to support portfolio allocation and construction activities
  • Enhance existing processes and develop new processes as infrastructure is built out


  • Experience in the financial services, investment management or related industries
  • Proficient with the Microsoft Office Suite, including strong Excel and ERP system skills
  • Strong analytical, problem-solving and organization skills 
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work both independently and collaborate as part of a team
  • Able to adapt to changing priorities
  • Detail, deadline and goal-oriented
  • A team player
  • Strong work ethic


  • Bachelor’s degree in economics, math, engineering or related field and a minimum of 1 years' relevant experience

REF # 35574

Job #: 35574

Location: El Segundo

Job Type: Direct Hire

Salary: Up to 80K