Asset Management Analyst Portfolio Manager

apartmentaugmentjobs placeHuntsville calendar_month 

Job Summary:

We are seeking a detail-oriented and proactive Asset Management Analyst to join our growing asset management team. The successful candidate will be responsible for assisting in the analysis, monitoring, and reporting of the company's investment portfolio, providing critical support to senior managers in decision-making processes, and ensuring optimal asset performance.

The ideal candidate will possess strong analytical skills, a deep understanding of financial markets, and a passion for data-driven decision-making.

Key Responsibilities:

  • Portfolio Analysis and Reporting:
Assist in the analysis of investment portfolios, including tracking performance, identifying trends, and preparing regular performance reports for stakeholders.
  • Market Research:
Conduct research on potential investment opportunities, industry trends, and market conditions. Present findings to senior asset managers.
  • Investment Strategy Support:
Support the development of investment strategies by providing data analysis, forecasting, and identifying risks and opportunities.
  • Risk Management:
Monitor and assess potential risks related to the assets under management, including market, credit, and operational risks. Provide actionable insights for mitigation.
  • Data Management and Modeling:
Maintain and update asset management databases, create financial models to assess asset values, and prepare forecasts and projections.
  • Collaboration and Communication:
Work closely with internal teams, including investment professionals, finance, and operations, to ensure alignment on asset management objectives.
  • Compliance and Documentation:

Ensure all asset management activities adhere to regulatory guidelines and internal policies. Prepare and maintain accurate documentation for auditing and compliance purposes.

Qualifications:

  • Education:
Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related field.
  • Experience:
  1. 3 years of experience in asset management, financial analysis, or related fields. Prior experience in investment analysis, real estate, or portfolio management is a plus.
  • Skills:
  • Strong proficiency in financial modeling, Excel, and other financial software tools.
  • Knowledge of investment strategies, asset classes, and financial markets.
  • Excellent analytical and quantitative skills, with attention to detail.
  • Strong communication skills, both written and verbal.
  • Ability to manage multiple projects simultaneously and meet deadlines.
  • Familiarity with industry regulations and compliance standards is a plus.
  • Certifications:

CFA, FRM, or other relevant certifications are desirable but not required.

Salary and Benefits:

  • Salary Range:
$60,000 $85,000 annually, depending on experience and qualifications.
  • Bonus Potential:
Eligibility for performance-based bonuses.
  • Benefits Package:
  • Health, dental, and vision insurance
  • 401(k) with company match
  • Paid time off (PTO) and holiday pay
  • Professional development opportunities
  • Life and disability insurance
  • Employee wellness programs
Why Join Us?
  • Competitive salary and benefits
  • Opportunity to work with a dynamic and growing team
  • Exposure to a broad range of asset classes and investment strategies
  • Ongoing professional development and career advancement opportunities

If you are passionate about asset management and looking for a challenging and rewarding role, we encourage you to apply and become part of our team!

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