The Portfolio Analyst is the officer of Customer Asset Management responsible for the investment analysis of the client portfolios and the investment recommendations for each investment, assets, liabilities and derivatives, to meet the investment objectives of each client. The PA directly assists the Customer's Senior Portfolio Manager with projections and analysis to be share with the clients Board of Directors and/or Committees to keep inform about the investment strategic executed and performance results.
Bachelor's Degree in Business Administration in Accounting or Finance
• One (1) to two (2) years experience in finance, preferable in trading desk of asset management, Treasury and/or Broker Dealers.
• Strong verbal and written communication skills in both Spanish and English.
• Knowledge of U.S. and P.R. securities markets, investment products and applicable investment industry regulations.
• Analyze and recommend investments strategy and security selection for each client portfolio, according to the investment policies, objectives and regulatory requirements.
You're looking to keep your career moving onward and upward, and we're here to help you do just that. At Kelly® Finance & Accounting, our experts will connect you with great opportunities at premier companies where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in in your career. It all adds up.About Kelly®
At Kelly, we're always thinking about what's next and advising job seekers on new ways of working to reach their full potential. In fact, we're a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live. Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.
Kelly is an equal opportunity employer committed to employing a diverse workforce, including, but not limited to, minorities, females, individuals with disabilities, protected veterans, sexual orientation, gender identity. Equal Employment Opportunity is The Law.]] About Kelly Services
Kelly Services, Inc. (NASDAQ: KELYA, KELYB) is a leader in providing workforce solutions.
Kelly offers a comprehensive array of outsourcing and consulting services as well as world-class staffing on a temporary, temporary-to-hire, and direct-hire basis.
Serving clients around the globe, Kelly provided employment to more than 540,000 employees in 2013. Revenue in 2013 was $5.4 billion.
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