Portfolio Strategy Analyst - Remote

Overview

The Portfolio Strategy Analyst provides analytical support, information research, financial modeling, and report writing while collaborating with senior team members throughout the consulting process.

In Short

• Provide analytical support and information research.
• Perform financial modeling and quantitative analyses.
• Assist in preparing client presentations.
• Work with Microsoft PowerPoint, Excel, and other tools.
• Attend client presentations to support senior team members.
• Build effective client relationships.
• Assist in project tracking and administration.
• Interpret and evaluate research data for client reports.
• Collaborate with other Portfolio Strategy teams.
• 0-10% travel required.

Requirements

• Bachelor’s degree in Business, Finance, Economics, or related fields.
• 1 to 2 years of consulting experience preferred.
• Strong knowledge of Microsoft Office and data visualization tools.
• Excellent verbal and written communication skills.
• Solid economic and quantitative problem-solving skills.
• Exceptional organizational skills.
• Ability to balance multiple projects.
• Creative and resourceful mindset.
• Fluency in additional languages is a plus.
• Ability to create and edit high-quality written materials.

Benefits

• Health, vision, and dental insurance.
• Flexible spending accounts.
• Retirement savings plans.
• Life and disability insurance programs.
• Paid and unpaid time off.
• Competitive pay based on various factors.
• Equal employment opportunity.
• Support for employees with disabilities.
• Innovative work environment.
• Opportunity for professional growth.