Talent.com
Portfolio Analyst

Portfolio Analyst

LazardNew York, NY, United States
7 days ago
Job type
  • Full-time
Job description

Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference . While global in presence and reach, ours is a close, collaborativecommunity of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight.

Many of the world's leading investors - from individuals to institutions across the globe - have entrusted Lazard Asset Management. We pride ourselves in uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future - whether it's for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable.

The International Equity team is seeking a highly ambitious, motivated, detail-oriented Portfolio Analyst to help support the service and development of both new and existing client relationships. The individual will primarily assist with the preparation of marketing materials, leveraging PowerPoint to create client service and new business presentations, and will also be heavily involved in supporting senior team members. This role offers excellent preparation for a career path within the group and responsibilities can increase over time.

We'll trust you to :

  • Work independently and in conjunction with senior team members to develop and maintain accurate client servicing materials, including PowerPoint presentations related to performance attribution, positioning and macro-economic outlook.
  • Assist with ad-hoc portfolio team requests as well as with RFP's / DDQ's / RFI's.
  • Liaise with marketing, legal, compliance, and other internal functions to effectively communicate, complete and manage multiple dynamic deliverables.
  • Learn and adapt to anticipate needs of our team and clients.

You'll need to have :

  • 2-4 years of experience working in and around investment teams.
  • Demonstrated passion for and understanding financial markets.
  • Advanced PowerPoint and Excel experience, and experience building data-driven presentations for internal and external audiences.
  • Familiarity with Portfolio Analytics (such as attribution and / or risk analytics) and Factset.
  • Excellent written and interpersonal skills (responsive, inquisitive) as well as decision-making and analytical abilities.
  • A can-do attitude, strong work ethic, and intellectual curiosity.
  • Exceptional communication skills and ability to collaborate across mediums and geographies seamlessly.
  • Desire to learn / monitor platform holdings, international equity markets, and macro-economic data / trends is critical.
  • CFA designation and data analysis skills, such as Python, VBA, SQL.
  • What We Offer

    We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions and will continue to invest in the development of your career.

    We expect the base salary range for this role to be approximately $90,000-$120,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Asset Management's compensation package, which also includes comprehensive benefits and may include incentive compensation.

    Does this sound like you?

    Apply! We'll get in touch on the next steps.

    Representation at Lazard

    Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.

    Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.

    #LAM

    #LI-AK1

    Create a job alert for this search

    Portfolio Analyst • New York, NY, United States

    Related jobs
    • Promoted
    Portfolio Manager CRE

    Portfolio Manager CRE

    NY StaffingEdison, NJ, US
    Full-time
    Commercial Real Estate Credit Portfolio Manager.The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and existing relationships t...Show moreLast updated: 2 days ago
    • Promoted
    VP, Portfolio Manager

    VP, Portfolio Manager

    Cathay Bank - HeadquartersQueens, NY, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 24 days ago
    • Promoted
    Portfolio Risk Quantitative Analyst

    Portfolio Risk Quantitative Analyst

    Morgan StanleyNew York, NY, US
    Full-time
    Wealth Management Risk functions as an in-business risk unit to provide risk assessment and risk management for investment options offered within Wealth Management. WM Portfolio Risk, within WM Risk...Show moreLast updated: 30+ days ago
    • Promoted
    U.S. Portfolio Surveillance - Investment Management - Analyst / Associate

    U.S. Portfolio Surveillance - Investment Management - Analyst / Associate

    Morgan StanleyNew York, NY, United States
    Full-time
    Portfolio Surveillance - Investment Management - Analyst / Associate.Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations, with more than 40 years...Show moreLast updated: 1 day ago
    • Promoted
    Associate, Portfolio Valuation and Complex Securities

    Associate, Portfolio Valuation and Complex Securities

    StoutEdison, NJ, United States
    Full-time
    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Alternatives Assets Analyst

    Senior Alternatives Assets Analyst

    GenworthStamford, CT, United States
    Full-time
    At Genworth, we empower families to navigate the aging journey with confidence.We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet fam...Show moreLast updated: 18 days ago
    • Promoted
    Analyst, Treasury Portfolio Management

    Analyst, Treasury Portfolio Management

    NY StaffingNew York, NY, US
    Full-time
    If you're looking for a meaningful career, you'll find it here at Webster.Founded in 1935, our focus has always been to put people first doing whatever we can to help individuals, families, busine...Show moreLast updated: 2 days ago
    • Promoted
    • New!
    Fixed Income Portfolio Analyst, Treasury

    Fixed Income Portfolio Analyst, Treasury

    GoogleNew York, NY, US
    Full-time
    Fixed Income Portfolio Analyst, Treasury.Financial Analysts ensure that Google makes sound financial decisions.As a Financial Analyst, your work, whether it's modeling business scenarios or trackin...Show moreLast updated: 9 hours ago
    • Promoted
    VP, Loan Portfolio Manager

    VP, Loan Portfolio Manager

    Cathay Bank - HeadquartersQueens, NY, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago
    • Promoted
    Portfolio Accountant

    Portfolio Accountant

    EisnerAmperIselin, NJ, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 30+ days ago
    • New!
    Portfolio Managers

    Portfolio Managers

    MercorNew York, New York, United States
    Remote
    Full-time
    Quick Apply
    This is a rare opportunity for experienced finance professionals to apply their portfolio management expertise to help train and refine AI systems designed to think and act like world-class investo...Show moreLast updated: 17 hours ago
    • Promoted
    • New!
    Portfolio Manager

    Portfolio Manager

    MercorNew York, NY, United States
    Full-time
    Mercor is hiring on behalf of a frontier AI investment lab pioneering the integration of machine learning, data analytics, and active portfolio management. The lab blends quantitative research, fund...Show moreLast updated: 13 hours ago
    • Promoted
    Head of Portfolio Analytics, U.S. & Bermuda

    Head of Portfolio Analytics, U.S. & Bermuda

    MarkelNew York, NY, United States
    Full-time
    What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it.The work we do at Markel gives people the confidence to move forward and seize opp...Show moreLast updated: 1 day ago
    Consumer Equity L / S Portfolio Manager - New York

    Consumer Equity L / S Portfolio Manager - New York

    Caxton AssociatesNew York, NY, US
    Full-time
    Quick Apply
    Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco, Singapore, and Dubai. Caxton Associates’ primary business is to manage client an...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Senior Analyst, Portfolio Initiatives - Insights & Measurement

    Senior Analyst, Portfolio Initiatives - Insights & Measurement

    NYC StaffingNew York, NY, US
    Full-time
    Senior Analyst Of Portfolio Initiatives.NBCUniversal is one of the world's leading media and entertainment companies.We create world-class content, which we distribute across our portfolio of film,...Show moreLast updated: 10 hours ago
    • Promoted
    Portfolio Manager

    Portfolio Manager

    IDBNew York, NY, US
    Full-time
    For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people.Here ...Show moreLast updated: 30+ days ago
    • Promoted
    VP, Senior Portfolio Manager - TMT - (hybrid) NY / NJ

    VP, Senior Portfolio Manager - TMT - (hybrid) NY / NJ

    First Citizens BankMorristown, NJ, United States
    Full-time
    First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.First Cit...Show moreLast updated: 10 days ago
    • Promoted
    Portfolio Manager

    Portfolio Manager

    Beacon ManagementNew York, NY, United States
    Full-time
    Lightstone, founded by David Lichtenstein, is one of the most diversified privately held real estate companies in the United States. Headquartered in New York City, Lightstone is active in 26 states...Show moreLast updated: 4 days ago