Portfolio Analyst

Job Description

Role & responsibilities Product and Investment Knowledge : Become proficient in Client BREDS Business funds and investments Portfolio Insights : Source, summarize, and disseminate real-time information across the global portfolio; work in partnership with other BREDS colleagues and teams (Asset Management, Securities Ops, Revantage, Brio) Valuation Reporting : Work on ad hoc requests, strategy support, and quarterly reporting of the operating and valuation data of the assets in the alternative fund's portfolio to stakeholders Investor Reporting :Populate and update investor and insurance SMAreports on periodic basis and assist stakeholders in producing publishing material and supplementals Special Projects : Participation in and execution of global ad hoc projects relating to portfolio information, insurance client governance and strategy / positioning of the BREDS business Preferred candidate profile Masters degree – Major in Finance from a reputed university Perks and benefits