My client, an advisory & investment management firm in Indianapolis is hiring a Portfolio Specialist to join their team. The Portfolio Specialist will play a key role in supporting the investment management team by providing insights on portfolio performance, client communication, and investment strategy implementation.
Key Responsibilities:
- Portfolio Analysis: Monitor and analyze portfolio performance, risk exposure, and compliance with investment guidelines. Prepare detailed reports and presentations for internal teams and clients.
- Client Support: Serve as a primary point of contact for client inquiries related to portfolio performance, investment strategies, and market trends. Provide timely and accurate information to enhance client relationships.
- Investment Strategy: Collaborate with portfolio managers and analysts to develop and implement investment strategies that align with client objectives. Participate in investment committee meetings and contribute to decision-making processes.
- Market Research: Conduct thorough research on market trends, economic indicators, and asset classes to inform investment decisions. Stay updated on industry developments and competitor activities.
Qualifications:
- Bachelor's degree in Finance, Economics, or a related field
- 2-5 years of experience in investment management, financial analysis, or a related field
- Excellent communication and interpersonal skills, with the ability to convey complex information clearly.
- Proficient in investment management software and Microsoft Office Suite (Excel, PowerPoint, Word).
- Knowledge of portfolio management principles, investment vehicles, and market dynamics.
