Team of Executives helping to re-open Austin’s Economy. Check out what we’re doing!

back to job search

Portfolio Management Analysts

The HT Group is partnering with an Austin based investment firm in search of sharp and bright individuals to fill a Portfolio Analyst position to support their growing team. We are looking for someone with a proven record for development of analytical tools and methodologies, including creation of spreadsheet based reports, tools and analyses. This is an opportunity to work collaboratively across the Company’s cross-functional teams and to learn from the firm’s industry leading professionals.

Required Duties:

-Learning, maintaining and enhancing proprietary investment and pricing models
-Working with application development personnel to enhance and streamline quantitative tools
-Performing scenario analysis using our proprietary models
-Running analyses using licensed software tools such as Collateral Analysis System (CAS)
-Creating tools, analytical reports and accounting metrics for our investors and advisory clients
-Preparing presentation materials for investors, bankers, and internal constituencies
-Perform quarterly portfolio reforecasts for client accounts
-Creation of portfolio performance reports
-Provide summaries on the state of the fixed income and securitization markets
-Communicate with vendors including servicers, attorneys and real estate agents
-Any ad hoc analysis that may be requested

Minimum Requirements:

– Bachelor’s degree from a top undergraduate program, CFA designation or current enrollment a plus

-Mortgage or real estate experience in capital markets, hedge fun, or asset management preferred.

-Proven record of or ability for development of analytical tools and methodologies, including creation of spreadsheet based reports, tools and analyses. Advanced knowledge of MS Excel and VBA; experience with MS Access, SQL, and R preferred
-Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, speak clearly to customers and employees
-Ability to deal with advanced problems involving multiple facets and variables in standardized or specialty situations
-Ability to work with minimal supervision while performing duties

Upload your CV/resume or any other relevant file. Max. file size: 32 MB.