Junior Portfolio Analyst
PTMA Financial Solutions provides treasury and liquidity management services to the public sector and financial institutions. They are seeking a Junior Portfolio Analyst to support the Portfolio Management team in executing strategies and assisting with trading and operational tasks.
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
Skills
- 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
- Proficiency in MS Office
- Advanced Excel skills
- Candidates currently pursuing a CFA are highly encouraged to apply
- Experience with Bloomberg is helpful
- Experience with money markets or fixed income assets is highly desired
Benefits
- 401k
- Generous PTO
- A competitive pay structure
- Bonus opportunities
Company Overview