This Portfolio Analyst Position Features:
• Clear path to a Portfolio Manager role with increasing responsibility over time
• Direct impact on investment strategy, portfolio design and client outcomes
• Collaborative, growth-focused environment with mentorship and exposure to senior leadership
• Great Pay to $110K

Immediate need for portfolio analyst seeking long-term career growth, hands-on experience with investment strategy and the opportunity to transition into portfolio management. Strong analytical skills, advanced Excel capabilities and experience working with investment data and financial models will be keys to success in this well-established Financial Services organization. Candidates with exposure to tools such as Morningstar, MoneyGuidePro or similar platforms, along with interest in or pursuit of the CFA, will stand out.

Will be responsible for analyzing market trends, economic indicators and quantitative investment models, supporting portfolio implementation and trade execution across multiple platforms, and partnering with advisors to evaluate client portfolios, identify risks and recommend asset allocation strategies. Additional responsibilities include contributing to research initiatives, assisting in the development of new investment ideas and helping communicate market insights to clients and internal teams. Great benefits. Apply for this great position as a portfolio analyst today!

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.