22h ago

Portfolio Analyst, Equity (Energy)

Norwalk, Connecticut, United States

$125k-$200k / year

full-timemidfinance

๐Ÿ›  Tech Stack

๐Ÿ’ผ About This Role

You'll work on a trading floor supporting a Portfolio Manager in all aspects of equity portfolio management. You'll drive financial modeling and trade idea generation with a focus on the energy sector. This role offers a path to grow into an assistant PM position.

๐ŸŽฏ What You'll Do

  • Assist Portfolio Manager with financial modeling and trade idea generation
  • Monitor the portfolio and assist with risk management
  • Collect data and perform quantitative analysis on portfolio and markets
  • Develop tools and analytics to support portfolio management
  • Support trade execution

๐Ÿ“‹ Requirements

  • Bachelor's degree in relevant quantitative field
  • 2โ€“5 years experience covering energy equities on equities desk or sector-focused team
  • Proficient in Python and VBA
  • Experience with Bloomberg and Microsoft Excel

โœจ Nice to Have

  • Exposure to portfolio manager trade execution platforms
  • Buy-side or sell-side investment experience

๐ŸŽ Benefits & Perks

  • ๐Ÿ–๏ธ Discretionary annual bonus
  • ๐Ÿฅ Medical and life insurance
  • ๐Ÿ’ฐ 401(K) plans

๐Ÿ“จ Hiring Process

Estimated timeline: 2-4 weeks ยท AI estimate

  1. 1Initial recruiter screenยท 30 min
  2. 2Hiring manager interviewยท 45 min
  3. 3Technical assessmentยท 60 min
  4. 4Final interview with teamยท 60 min
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