Hybrid Portfolio Management Analyst

Posted 23 hours ago

Apply now

About the role

  • Portfolio Administration Analyst ensuring quality financial analysis to support investment decisions at BAC Credomatic. Collaborating in data management, performance monitoring, and market research initiatives.

Responsibilities

  • You will support the collection, validation, and cleansing of market and portfolio data, ensuring the integrity and accuracy of the information used as input for analysis.
  • You will prepare periodic fund performance reports, facilitating early identification of deviations from return targets, regulatory limits, and internal policies.
  • You will update valuation models and financial spreadsheets to reflect changes in prices, cash flows, rates, and market assumptions, ensuring profitability, sensitivity, and risk analyses remain current and technically sound.
  • You will collaborate in preparing analytical materials and presentations for internal committees and governance bodies, supporting senior team members in clearly and transparently communicating new investment opportunities.
  • You will analyze macroeconomic, sector, and issuer trends, preparing executive summaries that provide initial hypotheses and investment opportunities.

Requirements

  • Bachelor’s degree in Economics, Finance, Business Administration, or related fields
  • At least 2 years of proven experience in local and international market research or financial analysis
  • Hands-on experience managing and analyzing economic and financial data
  • Knowledge of investment management or portfolio analysis
  • Intermediate Excel skills (pivot tables, financial formulas, scenario analysis, charts)
  • Intermediate to advanced English, with the ability to read, interpret, and draft financial documentation
  • CFA Level I certification (desirable, not mandatory)

Benefits

  • Private health insurance
  • Employee solidarity association
  • Additional paid leave days
  • Preferential financial benefits
  • Agreements with universities, gyms, and healthcare centers
  • Corporate volunteering opportunities

Job title

Portfolio Management Analyst

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job