Chartwell Investment Partners is seeking an Investment Portfolio Associate to support portfolio management through quantitative analysis, research, and client interaction in a remote work environment. The ideal candidate will have a background in financial services, strong analytical skills, and relevant certifications
Job Summary
Participate in developing investment recommendations for portfolio managers relating to existing and potential investments.
Uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios.
Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models.
Matching Summary
Match Score: 85
Chartwell Investment Partners is seeking an Investment Portfolio Associate to support portfolio management through quantitative analysis, research, and client interaction in a remote work environment. The ideal candidate will have a background in financial services, strong analytical skills, and relevant certifications.
Skills & Requirements
Must-have
Develop quantitative models
Analyze market developments
Estimate investment risks
Quantify potential risks and rewards
Prepare industry and company research
Create and maintain financial models
Nice-to-have
Provide professional support to Financial Advisors