Portfolio Analysts support investment decision-making through research, performance analysis, and portfolio monitoring. Found through dedicated retained search — not job boards.
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Conducting security and market research, building and maintaining financial models for investment analysis, monitoring portfolio performance against benchmarks, preparing investment committee presentations, supporting portfolio rebalancing, and conducting due diligence on potential investments.
Bachelor's or Master's degree in Finance or Economics, CFA candidacy strongly preferred, 2–5 years of investment analysis experience, advanced financial modelling skills, and Bloomberg proficiency. Specific asset class experience (equity, fixed income, alternatives) is often required.
CFA progress is the most reliable signal of analytical commitment in investment management — a candidate who has passed CFA Level I and II demonstrates both capability and dedication. Screen for this explicitly.
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Retained recruitment delivers a pre-screened shortlist within 21–38 days. Start with a free 25-minute consultation.
📅 Book a Free Consultation No obligation · 25 minutes · Google Meet · Confidential