Portfolio Analyst

We are looking for a motivated and detail-oriented Portfolio Analyst to join our team. This role is ideal for someone who thrives in a fast-paced environment, possesses a sharp analytical mind, and enjoys working within a positive, collaborative, and fun office culture.

As a Portfolio Analyst, you will be a key contributor to our investment strategy, taking ownership of client portfolios and ensuring they are optimized for performance and risk management.

Key Responsibilities

• Conduct deep-dive analyses of portfolios and individual holdings. Recommend strategic changes to improve earnings, mitigate credit risk, and increase diversification.
• Author, audit, and finalize trade letters to support trade execution and record-keeping.
• Proactively monitor and track client cash positions to identify opportunities for capital deployment.
• Act as the primary point of contact for account updates and administrative modifications
• Deliver timely and insightful updates regarding portfolio holdings, ensuring clients are fully informed of changes in their portfolio.
• Manage the full cycle of client engagement by coordinating meeting invitations and maintaining a log of all touchpoints.
• Perform ongoing swap analysis for client portfolios and process trade letters with high precision.
• Run monthly and ad-hoc reports to provide transparency and insight into portfolio performance.
• Participate in the creation of proposals for prospective clients, helping to showcase our value proposition.
• Perform money manager analysis and evaluate financial statements to ensure high-quality selection within portfolios.
• Manage client policy work and conduct regulation research to ensure all holdings and strategies remain compliant.
• Actively monitor financial markets, keeping a pulse on both macroeconomic trends and micro-level news.
• Take a proactive approach to the "how" of our work, working within current processes and creating new, improved processes for better efficiency.

Qualifications & Skills

• Highly comfortable navigating complex spreadsheets and data sets.
• A strong understanding of financial statements (Balance Sheets, Income Statements, etc.).
• A solid understanding of AI tools or a genuine curiosity and willingness to learn how to incorporate them into your daily workflow.
• Programming knowledge (Python, SQL, VBA, etc.) is a plus but not required.
• Process-oriented, ensuring all tasks are tracked and completed without heavy oversight.
• A genuine interest in financial markets and staying current with global economic shifts.
• Ability to prioritize tasks effectively and deliver high-quality work under tight timelines.
• Strong written communication skills to craft professional emails and interact with client requests.
• A willingness to take ownership of projects and the ability to shift priorities when necessary.

We believe that work should be both challenging and enjoyable. You will have the opportunity to take real ownership of your work, influence our internal processes, and grow within a supportive team that values your input and professional development.

Preferred Qualifications

• 1+ years of experience in financial services or an educational background in finance.

Pay: Up to $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Paid time off
• Vision insurance

Application Question(s):

• On a scale of 1-10, how would you rate your proficiency in navigating complex spreadsheets and analyzing financial statements (Balance Sheets/Income Statements)?
• Are you comfortable independently auditing trade letters and monitoring client cash positions with high precision and minimal oversight?
• Will you now or in the future require visa sponsorship to work in the United States?

Experience:

• Financial services: 1 year (Required)

Ability to Commute:

• Clawson, MI 48017 (Required)

Work Location: In person