A portfolio analyst holds an advanced position in finance. The duties of the portfolio analyst vary greatly according to the specific needs of their employer and industry, but these professionals are generally responsible for using appropriate investment tools to carefully prepare reports and detailed analysis on portfolios. They are in charge of conducting research on economic and business interests, as well as remaining up to date on all industry and legal changes or any other matters which may affect the portfolio. Individuals in this position also maintain records and databases, communicate with clients, and perform industry-specific duties. Portfolio analyst positions frequently require extensive use of investment software and systems specific to the company. The portfolio analyst often works as part of a team and may report to the portfolio manager.
Portfolio Analyst Tasks
Facilitate account result and funds investment.
Research investment solution suite, and make recommendations for enhanced investment solutions.
Create asset allocation studies, and test or confirm assumptions or constraints in the client profiling process.
Respond to customer request and coordinate meeting materials for client meetings.