22h ago
Portfolio Analyst, Equity (Energy)
Norwalk, Connecticut, United States
$125k-$200k / year
full-timemidfinance
๐ Tech Stack
๐ผ 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.
๐ฏ 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
๐ Requirements
- Bachelor's degree in relevant quantitative field
- 2โ5 years experience covering energy equities on equities desk or sector-focused team
- Proficient in Python and VBA
- Experience with Bloomberg and Microsoft Excel
โจ Nice to Have
- Exposure to portfolio manager trade execution platforms
- Buy-side or sell-side investment experience
๐ Benefits & Perks
- ๐๏ธ Discretionary annual bonus
- ๐ฅ Medical and life insurance
- ๐ฐ 401(K) plans
๐จ Hiring Process
Estimated timeline: 2-4 weeks ยท AI estimate
- 1Initial recruiter screenยท 30 min
- 2Hiring manager interviewยท 45 min
- 3Technical assessmentยท 60 min
- 4Final interview with teamยท 60 min
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