Credit Portfolio Analyst - US Based - Appedology PVT Ltd

Portfolio analysts perform various tasks in collaboration with clients and other financial team members at an investment firm. Their role balances indepth research and study with financial advising. Here are some of the most common job duties they perform in the workplace:

• Analyzing the content and purchase history of investment portfolios
• Using market trends to perform financial analysis
• Comparing investments in different industries
• Evaluating the performance of stocks and other securities based on historical trends
• Compiling reports on financial discoveries
• Combining research insights to form an analysis
• Determining how legal and governmental regulations affect portfolios
• Performing financial calculations to evaluate investment opportunities and current holdings
• Using software platforms to conduct analysis and store information for reports
• Coordinating with portfolio managers regarding client needs and financial information
• Meeting with clients to discuss relevant financial data
• Advising risk management professionals
• Providing important financial data to other investment team members

Portfolio analyst skills

Working as a portfolio analyst requires a varied skill set to perform research and interact with both clients and colleagues. Here are the top skills portfolio analysts can improve:

• Financial knowledge: Working as a portfolio analyst requires a significant understanding of monetary systems and investment procedures. An indepth study of economics accounting principles and understanding the purchase trading and selling of securities is an essential prerequisite before entering this position.
• Math skills: Portfolio analysts make calculations using financial data to determine the success and potential growth of a clients investments. Strong mathematical abilities are an important ability for professionals working in financial analysis.
• Technology proficiency: Investment portfolios are managed digitally to simplify transactions and financial recording. Because analysts use software systems to record and complete financial calculations knowledge of technological tools and experience working in digital platforms is an essential skill for portfolio analysts.
• Analysis skills: As the main function of their job portfolio analysts require strong critical thinking and logical reasoning abilities to perform their roles. They use this skill to compare investments and determine financial strategies.
• Communication: Professionals in this field use both written and spoken communication skills to present findings and create reports. Portfolio analysts also meet with clients and other team members to offer advice and plan investments using presentation abilities.
• Research abilities: Researching past and current trends is a large portion of what portfolio analysts do for their job. Analysts use research skills to find and record important data and to compare and predict financial opportunities.

Timing: 9pm6am Mon Fri

Job Type: Fulltime

Salary: Rs100000.00 Rs150000.00 per month

Application Deadline: 29/01/2024