Assurant · 4 days ago

Portfolio Analyst

Buffalo-Niagara Area

Full-time

Remote

Entry, Mid Level

$101K/yr - $168K/yr

2+ years exp

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Customer ServiceFinance

Insider Connection @Assurant

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Support key processes to conduct the analysis of risk and return in the global investment portfolio

Monitor the investment portfolios to ensure compliance with strategic asset allocation, investment policy, and guidelines

Prepare, review, and analyze portfolio returns and attribution

Produce portfolio dashboards and compliance reports

Enhance analytical desk tools to increase efficiency

Improve data verification and reporting accuracy

Assist in preparing and analyzing quarterly results and management reporting presentations

Collaborate on portfolio initiatives with internal and external teams

Manage project resources

Handle special projects and additional duties as assigned

Qualification

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Fixed IncomeAsset ClassesUS statutory knowledgeUS GAAP knowledgeUS tax considerations knowledgeMicrosoft ExcelVBASQL/TSQLBusiness intelligence toolsPowerBIMicrosoft PowerPointBloombergPortfolio analysis toolsInvestment professionals collaborationProject managementDynamic environmentDiagnosing issuesRisk mitigationProcess improvementsProblem solving follow-upSelf-motivatedOrganizational skillsFlexibility work in a team work independently understand instructions quickly