PORTFOLIO ANALYST
Partners IC Meridian
Full-Time | $65,000–$70,000 per year
Look Beyond the Numbers
Markets move quickly. Good analysis takes a little more patience.
Partners IC Meridian is looking for a Portfolio Analyst who enjoys digging into performance data, researching investments, and understanding what is really driving portfolio results. You’ll support investment decisions with analysis that is clear, disciplined, and useful.
Your Analytical Brief
- Monitor portfolio performance, allocations, exposures, and key investment metrics
- Prepare portfolio reports, performance summaries, and analytical materials
- Conduct research on markets, sectors, companies, and investment opportunities
- Support portfolio reviews and investment meetings
- Analyse performance attribution, trends, and areas of risk or opportunity
- Maintain accurate portfolio data and reporting records
- Assist with financial models, valuation analysis, and scenario work
- Work with investment professionals to support ongoing portfolio decisions
What You Bring
- Experience in portfolio analysis, investment research, finance, or a related field
- Strong understanding of financial markets and investment concepts
- Excellent analytical and quantitative skills
- Advanced Excel and financial modelling capability
- Strong attention to detail and numerical accuracy
- Ability to turn data into clear, concise observations
- Strong written and verbal communication skills
- A thoughtful approach to research with the discipline to question assumptions
The Meridian Approach
We’re not looking for someone who simply reports what happened. We want someone who is curious about why it happened, what it means, and what might happen next.
You’ll work closely with investment professionals, build deeper market knowledge, and contribute analysis that supports informed portfolio decisions.
Salary: $65,000–$70,000 per year
Research carefully. Question intelligently. Let the analysis lead the conversation.
Pay: $65,000.00 - $70,000.00 per year
Benefits:
- Dental insurance
- Employee discount
- Flexible schedule
- Happy hour
- Life insurance
- Paid time off
- Retirement plan
Work Location: In person