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Portfolio Analyst
Career Insights for Investment / Portfolio Analyst
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Scorecard
Based on Alabama data
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What they do
An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
$87,808 / year median in Alabama
-1% projected decline
Job Description
PORTFOLIO ANALYST
Partners IC Meridian Full-Time | $65,000-$70,000 per year Look Beyond the Numbers Markets move quickly. Good analysis takes a little more patience. Partners IC Meridian is looking for a Portfolio Analyst who enjoys digging into performance data, researching investments, and understanding what is really driving portfolio results. You'll support investment decisions with analysis that is clear, disciplined, and useful. Your Analytical Brief Monitor portfolio performance, allocations, exposures, and key investment metrics Prepare portfolio reports, performance summaries, and analytical materials Conduct research on markets, sectors, companies, and investment opportunities Support portfolio reviews and investment meetings Analyse performance attribution, trends, and areas of risk or opportunity Maintain accurate portfolio data and reporting records Assist with financial models, valuation analysis, and scenario work Work with investment professionals to support ongoing portfolio decisions What You Bring Experience in portfolio analysis, investment research, finance, or a related field Strong understanding of financial markets and investment concepts Excellent analytical and quantitative skills Advanced Excel and financial modelling capability Strong attention to detail and numerical accuracy Ability to turn data into clear, concise observations Strong written and verbal communication skills A thoughtful approach to research with the discipline to question assumptions The Meridian Approach We're not looking for someone who simply reports what happened. We want someone who is curious about why it happened, what it means, and what might happen next. You'll work closely with investment professionals, build deeper market knowledge, and contribute analysis that supports informed portfolio decisions.Salary:
$65,000-$70,000 per year Research carefully. Question intelligently. Let the analysis lead the conversation.Pay:
$65,000.00 - $70,000.00 per yearBenefits:
Dental insurance Employee discount Flexible schedule Happy hour Life insurance Paid time off Retirement planWork Location:
In personBenefits
- Paid Time Off (PTO)
- Other Retirement and Savings
- Flexible Work Schedules
- Dental Insurance