Savii is looking for a Portfolio Analyst to provide critical analytical support for our investment activities. You will be responsible for evaluating portfolio performance and generating insights to guide strategic decisions.
What You'll Do
- Monitor and analyze the performance of portfolio assets
- Prepare detailed performance reports and presentations for internal stakeholders
- Conduct market research and financial modeling to support investment theses
- Assist in the development and maintenance of portfolio risk metrics
- Collaborate with team members on ad-hoc analytical projects
What We're Looking For
- 3+ years of experience in portfolio analysis, investment research, or a related financial analyst role
- Strong proficiency in financial modeling, valuation techniques, and data analysis
- Expert-level skills with Excel and experience with financial data platforms (e.g., Bloomberg, FactSet)
- Excellent written and verbal communication skills, with the ability to distill complex data
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field
Nice to Have
- CFA designation or progress towards certification
- Experience with data visualization tools (e.g., Tableau, Power BI)
- Familiarity with SQL or Python for data manipulation
- Knowledge of specific asset classes relevant to Savii's portfolio
Savii is an equal opportunity employer.
