KellyMitchell Group ยท 1 week ago
Product Analyst
Chicago, IL
Contract
Onsite
New Grad, Entry Level
$75/hr - $85/hrKellyMitchell Group is seeking a Product Analyst to join their team. This role involves performing daily portfolio management tasks, including rebalancing and compliance adherence.
Human ResourcesInformation TechnologyStaffing Agency
Responsibilities
Perform daily rebalancing of portfolios to account for Tax Loss Harvesting requests
Participate in daily rebalancing of portfolios via model updates, cash flows and investment objective changes
Perform daily portfolio drift analysis and trade executions
Ensure compliance and adherence to appropriate procedural documentation
Qualification
Required
Perform daily rebalancing of portfolios to account for Tax Loss Harvesting requests
Participate in daily rebalancing of portfolios via model updates, cash flows and investment objective changes
Perform daily portfolio drift analysis and trade executions
Ensure compliance and adherence to appropriate procedural documentation
Possess technical skills and systems knowledge with an aptitude to quickly learn new trading applications
Highly thorough when carrying out complex activities with significant financial, client, and/or internal business impact
Ability to efficiently prioritize time sensitive tasks and escalate as necessary
Composed demeanor in high stress situations
Ability to clearly and effectively communicate challenges and opportunities to senior management
Goal orientated with the drive to follow improvements through to resolution
Ability to partner with the technology and operational support teams to make improvements
In-depth industry knowledge
Highly flexible and adaptable to change
Benefits
Medical, Dental, & Vision Insurance Plans
Employee-Owned Profit Sharing (ESOP)
401K offered
Company
KellyMitchell Group
KellyMitchell is a HR firm for IT and technical staffing for organizations globally.
Founded in 1998
1001-5000 employees
H1B Sponsorship
KellyMitchell Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2021 (2)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Cassandra Sanford
CEO and Owner
Gina Chisholm
Vice President - Business Operations
Company data provided by crunchbase