Job Description

• Support day‑to‑day portfolio management activities, including monitoring portfolio performance, exposures, and risk metrics relative to objectives and guidelines. 
• Perform financial, market, or portfolio‑level analysis to inform investment decisions, rebalancing actions, or strategic reviews. 
• Assist in evaluating investment opportunities, strategies, or managers using defined analytical frameworks and available data. 
• Prepare portfolio‑related materials, reporting, or analysis for internal partners, management, or governance committees. 
• Track market developments, economic trends, and financial data to support understanding of portfolio impacts and emerging risks. 
• Partner with investment operations, risk, and reporting teams to support accurate execution, settlement, and monitoring of portfolio activity. 
• Contribute to the review and maintenance of portfolio documentation, investment guidelines, and monitoring processes. 
• Support projects or initiatives aimed at improving portfolio processes, reporting, or analytical capabilities. 
• Escalate identified issues, variances, or risks and provide input into potential resolution options. 

• Required Education: Bachelor's degree in field relevant to role (or 4 additional years of relevant experience in lieu of a degree) 
• Required Experience: 2+ years of relevant experience 
• Early‑career professional experience in investment management, asset management, finance, analytics, or a related area. 
• Working knowledge of investment concepts, portfolio construction, and financial markets. 
• Ability to analyze data, interpret results, and communicate insights clearly. 
• Strong attention to detail, organizational skills, and ability to manage multiple priorities. 
• Proficiency with common financial analysis tools, spreadsheets, and reporting systems; exposure to portfolio or market data platforms preferred. 
• Demonstrated ability to collaborate effectively within a team and with cross‑functional partners. 

• Traditional medical, dental, and vision coverage
• 401K matching up to 5% per pay period
• Accrue up to 17 days of Paid Time Off your first year of employment
• 11 paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)