Register
Recruit Create CV
Unfortunately, this job posting is expired.
Don't worry, we can still help! Below, please find related information to help you with your job search.
Related keywords
Some similar recruitments
Associate Manager, Medical Strategy & Portfolio Management
Recruited by Olympus Corporation of the Americas 9 months ago Address Greater Boston, United States
Associate Director, Portfolio Operations: Remote
Recruited by Darwin Homes 9 months ago Address , Austin, 78702
Portfolio Management Associate Jobs
Recruited by Roots Management Group 9 months ago Address Addison, TX, United States
Portfolio Community Manager Jobs
Recruited by Associa 10 months ago Address Houston, TX, United States
Fixed Income Associate - $30/Hr Contract
Recruited by ProPivotal Staffing 10 months ago Address Austin, TX, United States
Finance Associate Jobs
Recruited by Atlas Energy Solutions 10 months ago Address Austin, TX, United States
Mortgage Portfolio Operations Associate
Recruited by Averity 11 months ago Address Dallas-Fort Worth Metroplex, United States
Senior Director, Portfolio Optimization
Recruited by The AES Corporation 1 year ago Address Houston, TX, United States
Senior Associate Project Management
Recruited by Ciena 1 year ago Address , , Tx
Portfolio Vp Finance Jobs
Recruited by Aldrich Capital Partners 1 year ago Address Greater Boston, United States
Portfolio Project Manager - Remote
Recruited by Volt 1 year ago Address Austin, TX, United States
Finance Associate Jobs
Recruited by LBE Financial 1 year ago Address Dallas-Fort Worth Metroplex, United States
Manager/Director Portfolio Management
Recruited by True Power 1 year ago Address Houston, TX, United States
Wealth Management, Portfolio Management Associate
Recruited by JPMorgan Chase Bank, N.A. 1 year ago Address , Newark, 19713, De
Innovation Portfolio Management Team Lead
Recruited by Aquent Talent 1 year ago Address Houston, TX, United States
Growth Equity Portfolio Management Associate
Recruited by Atlantic Group 1 year ago Address Austin, TX, United States
Portfolio Manager Of Pmos
Recruited by Kaeppel Consulting, LLC 1 year ago Address San Antonio, TX, United States
Portfolio Associate - Wealth Management
Recruited by Nixon Peabody LLP 1 year ago Address , Boston, 02109, Ma

Portfolio Associate Jobs

Company

Mach Partners
Address Dallas-Fort Worth Metroplex, United States
Employment type FULL_TIME
Salary
Category Banking,Financial Services,Investment Management
Expires 2023-07-17
Posted at 11 months ago
Job Description

Responsibilities

  • Create and review risk and attribution reports for PMs and trading desk
  • Support Investor Coverage and Marketing groups
  • Utilize SQL to build reports, add new functionality and analyze data
  • Work with Investor Coverage, Client Accounting, Trading, Legal, and Compliance in responding to investor inquiries and feedback
  • Create, update, and review investor reporting packages
  • Analyze large amount of data and compile performance reports for various firm wide composites


Qualifications

  • Expert level Microsoft Excel skills including modeling, array functions, pivot tables
  • Degree in accounting or finance is a plus
  • 1-3 years of relevant experience in finance or accounting related roles
  • Intermediate SQL experience preferred
  • Working knowledge of VBA or Microsoft Power Query is a plus
  • Self-starter with the ability to manage multiple work efforts in a dynamic, fast-paced environment
  • Demonstrated analytics, critical thinking and problem solving skills to achieve results