Portfolio Analyst jobs in United States
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Pacer ETFs · 4 hours ago

Portfolio Analyst

Pacer Advisors is the investment advisor to Pacer ETFs, one of the fastest growing ETF companies with over $40 Billion in AUM. The Portfolio Analyst will be involved in all stages of the investment management process, working with the investment team to develop both quantitative and qualitative skills.

ConsultingFinancial Services
Hiring Manager
Kimberly Thomson Zeller
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Responsibilities

Develop a thorough understanding of the methodologies of the Pacer funds, both individually and within a portfolio
Monitor and analyze Capital Markets, Federal Reserve activity, and performance drivers on both a macroeconomic and security-specific level and effectively communicate these insights to support the sales team
Create, develop, and share thought leadership content based on market and economic conditions for internal use and the financial advisor network
Engage with clients about various aspects of the ETF market structure
Evaluate and review existing indexes with our current index providers and identify potential new index partnerships
Conduct research, testing and development of investment strategies
Provide regular communications, analysis, and insights to our Sales team for use with financial professionals
Research competitor funds to differentiate Pacer product solutions
Provide necessary reporting to ETF Portfolio Managers and Pacer Management both Retail and Institutional
Utilize FactSet, Bloomberg, Morningstar, and other various systems to evaluate fund offerings
Works closely with Marketing and Distribution teams to ensure updated and impactful data

Qualification

Asset management knowledgeInvestment research experienceFactSet proficiencyBloomberg proficiencyExcel proficiencyMultitasking abilitiesCritical thinkingCommunication skillsAttention to detail

Required

Strong knowledge of the asset management industry, economy, and equity markets
Comprehensive understanding of economic, financial, fundamental, and technical aspects of the investing lifecycle
3 - 5 years of experience in asset management and investment research
Availability to work in-office Monday through Friday
Ability to manage multiple projects under time constraints, maintain constant communication with various teams, and demonstrate a commitment to meeting deadlines with extreme attention to detail
Strong communication skills, attention to detail, multitasking abilities, and critical thinking skills
Experience with FactSet and Bloomberg
Excellent proficiency in Excel

Preferred

CFA or other relevant designations are encouraged but not required

Company

Pacer ETFs

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Pacer ETFs is an exchange-traded fund supplier that serve as instruments to help investors navigate turbulent markets.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase