PTMA Financial Solutions ยท 2 days ago
Junior Portfolio Analyst
Denver, CO
Full-time
Hybrid
Entry Level
$70K/yr - $90K/yr
1+ years expPTMA Financial Solutions is seeking a Junior Portfolio Analyst to support the Portfolio Management team in executing its strategy and managing trading operations. This role offers exposure to portfolio management and trading, requiring attention to detail and strong communication skills.
Hiring Manager
Nicole Ynocencio
Responsibilities
Daily reconciliation of fund assets, securities, and cash
Update and maintain fund management reports
Execute cash management trades
Resolve and document trade settlement issues
Perform broker dealer due diligence
Assist with firmwide requests for market data and intelligence
Research new products
Facilitate regulatory filings
Other duties as assigned
Qualification
Required
4-year bachelor's degree; preferably in finance, economics, or similar major
1-2 years of work experience in the financial industry
Strong communication skills
Initiative and decision-making skills
Supreme attention to detail
Ability to manage multiple tasks with deadlines
Preferred
Candidates currently pursuing a CFA are highly encouraged to apply
Experience with Bloomberg is helpful
Proficiency in MS Office
Advanced Excel skills
Experience with money markets or fixed income assets is highly desired
Benefits
401k
Generous PTO
Competitive pay structure
Bonus opportunities
Company
PTMA Financial Solutions
PTMA Financial Solutions provides treasury management, liquidity management, and other financial products and services to the public sector.
Denver, Colorado, US
201-500 employeesFunding
Current Stage
Growth StageCompany data provided by crunchbase