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Regal Investment Advisors, LLC

Investment Portfolio Analyst

Pay: Not specified

Posted: 6 days ago

Location: Kentwood, MI (Onsite)

Last Updated: 13 hours ago

Hours: Full-Time

Expires: 10/15/2026

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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.

$84,352 / year median in Michigan

-2% projected decline

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Job Description

(Kentwood, MI) Support the Portfolio Management Teams' overall investment management philosophy through execution of portfolio analysis, completing investment analysis, and sharing expertise in a wide range of investment product areas. Conduct portfolio analysis across a wide range of investment product areas utilizing knowledge with investment strategies, process, performance and attribution. Ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each strategy. Partner with the Portfolio Management team to deliver investment solutions by identifying targeted investment strategies. Utilize comprehensive knowledge of asset allocation and portfolio construction methods and how they are used to fulfill investor goals to conduct analysis, create analytics reports, and guide recommendations. Create analytical reports for the Portfolio Management Team to review investment portfolio performance. Research and develop portfolio recommendations for Portfolio Management team review. Presented analytics, philosophies and principles of portfolios as necessary. Develop and maintain deep understanding of the Regal philosophy and ongoing monitoring of strategy change based on current market environments.

Qualifications:

Minimum of Master s degree in Finance, Economics or related field and one year experience as Investment Portfolio Analyst, Investment Analyst, or related position performing investment analysis. Please apply to Regal Investment Advisors, LLC via email at hchristmann@regalfin.com with Investment Portfolio Analyst in the subject.