Job Description

Description

Are you looking to grow, contribute, and make a meaningful impact in the world of investment management? We offer an exciting opportunity for individuals eager to take on a pivotal role within a dynamic and innovative organization. We invite you to explore the possibility of joining our team and advancing your career in a supportive and collaborative environment.

Company Culture and Environment

We are committed to fostering a diverse, inclusive, and equitable work environment where all associates feel empowered to bring their authentic selves to work. Our culture values innovation and collaboration, supporting a sense of belonging for everyone in our global community.

Career Growth and Development Opportunities

This role provides opportunities to expand your expertise across multiple asset classes and engage in special projects that support research and development. You will have the chance to collaborate with various teams, enhancing your skills and professional growth.

Detailed Benefits and Perks

We strive to ensure work-life balance, offering a supportive environment where you can thrive both professionally and personally. Our benefits include comprehensive health and wellness resources, paid time off, and family care support, including fertility and adoption assistance.

Compensation and Benefits

We offer a competitive compensation package that includes a base salary, annual bonus eligibility, and a generous retirement plan.

  • Base Salary Range (based on location):
    • Maryland, Colorado, Washington: \(115,000 - \)135,000
    • Washington, D.C.: \(115,000 - \)135,000
    • New York, California: \(115,000 - \)135,000

Salary placement within this range depends on your relevant experience and qualifications.

Why you should apply for this position today

This position allows you to make a meaningful impact in investment management while working in a supportive and innovative environment. You will have the opportunity to collaborate with experienced professionals and contribute to the success of the investment strategies.

Skills

  • Strong understanding of equity or fixed income portfolios
  • Proficiency in technology with a data-driven approach
  • Excellent analytical and problem-solving skills
  • Strong organizational skills with the ability to prioritize multiple projects
  • Experience in project management
  • Ability to quickly process information and communicate effectively

Responsibilities

  • Lead strategy implementation and independently manage investment strategies
  • Use sound judgment to resolve immediate issues and contribute to long-term improvements
  • Build relationships with traders and portfolio managers for clear communication
  • Evaluate strategy performance and ensure seamless execution
  • Serve as an expert on portfolio modeling processes
  • Participate in client meetings and due diligence sessions
  • Lead special projects that enhance team effectiveness
  • Work with portfolio managers and traders to fine-tune investment strategies
  • Communicate with PIAs across various global locations
  • Ensure compliance with regulations alongside legal teams

Qualifications

Required:

  • Bachelor’s degree in Business, Finance, Economics, Math, or related fields, or equivalent experience
  • A minimum of 3 years of relevant experience
  • Strong understanding of equity or fixed income portfolios

Preferred:

  • Progress towards an MBA, MS in Finance, or CFA designation
  • Direct experience with equity portfolios and familiarity with ETF and fixed income strategies
  • Knowledge of derivatives and multiple asset classes

Education Requirements

  • Bachelor’s degree in Business, Finance, Economics, Math, or related fields, or equivalent experience

Education Requirements Credential Category

  • Bachelor’s Degree

Experience Requirements

  • A minimum of 3 years of relevant experience in investment management

Why work in Baltimore, MD

Baltimore offers a rich historical backdrop combined with a vibrant arts scene, diverse culinary experiences, and numerous parks and recreational spaces. The city is home to a strong investment management sector, providing ample opportunities for professional growth and community engagement.

Employment Type: Full-Time

Salary: $40000.00 - 140000.00 Per Year

Get It - Finance connects job seekers with employers and opportunities that match their qualifications. Job seekers can complete the full application process on the employer's website. To learn more about the position, click our 'Apply Now' button and begin the application process. This job is shared on behalf of the employer, and any questions about the position, salary, application process, or other details about the job should be directed to them.

Apply to this job

Think you're the perfect candidate?

By continuing, you agree to Get.It's Terms & Privacy Policy and to receive relevant job alerts.
Posted on Oct 15

Lead Portfolio Investment Analyst

Baltimore, MD

Remote (Friendly)

40,000 - 140,000 Per Year

By continuing, you agree to Get.It's Terms & Privacy Policy and to receive relevant job alerts.