Junior Financial Analyst - Asset Management

Job Title : Junior Financial Analyst - Asset Management

Company : Augmentjobs

Salary Range : $64,000 to $117,000

Experience Level : 2 to 5 years

Job Description :

As a Junior Financial Analyst - Asset Management at Augmentjobs, you will play a key role in supporting our asset management team by conducting detailed financial analysis, preparing reports, and providing insights to optimize portfolio performance.

This role is ideal for individuals who are passionate about finance and eager to develop their skills in a dynamic and supportive environment.

Key Responsibilities :

Financial Analysis : Conduct quantitative analysis to assess the performance of investment portfolios, including evaluating asset allocation, risk metrics, and returns.

Reporting : Prepare and present regular financial reports, including performance summaries, investment recommendations, and market trends.

Data Management : Collect, organize, and analyze financial data from various sources to support decision-making processes.

Market Research : Stay up-to-date with market trends, economic conditions, and industry developments to provide informed recommendations.

Portfolio Management Support : Assist senior analysts in managing investment portfolios by tracking asset performance and identifying opportunities for improvement.

Model Development : Develop and maintain financial models to forecast asset performance and support investment strategies.

Compliance : Ensure that all financial activities comply with internal policies, industry regulations, and legal standards.

Client Interaction : Support client communication by preparing presentations and reports that address client needs and expectations.

Skills and Qualifications :

Education : Bachelor's degree in Finance, Economics, Accounting, or a related field. Advanced degrees or certifications (e.

g., CFA, CFP) are a plus.

Experience : 2 to 5 years of experience in financial analysis, asset management, or a related field.

Technical Skills : Proficiency in financial software and tools (e.g., Excel, Bloomberg, financial modeling software). Familiarity with investment management platforms is advantageous.

Analytical Skills : Strong analytical and problem-solving skills, with the ability to interpret complex financial data and trends.

Communication Skills : Excellent written and verbal communication skills, with the ability to present complex information in a clear and concise manner.

Attention to Detail : High level of accuracy and attention to detail in financial analysis and reporting.

Teamwork : Ability to work collaboratively within a team environment and support senior analysts and managers.

Time Management : Strong organizational skills with the ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Ethics : Demonstrated understanding of ethical considerations and compliance in financial management.

Why Join Us :

At Augmentjobs, we offer a dynamic work environment where you will have the opportunity to grow your career and make a significant impact.

We provide competitive compensation, professional development opportunities, and a supportive team culture. If you are passionate about asset management and looking to advance your career, we encourage you to apply.