Jr. Securities Portfolio Analyst

  • Competitive
  • Melville, NY, USA
  • Permanent, Full time
  • BankUnited, N.A.
  • 22 Oct 18

Jr. Securities Portfolio Analyst

SUMMARY: This Junior Securities Portfolio Analyst is part of a group that manages the fixed income securities portfolio for BankUnited. This position helps to create and run daily/weekly/monthly/quarterly reporting and analysis designed to monitor and analyze the performance of the Bank's portfolio.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

  • Build and maintain portfolio reports.
  • Analyze and monitor portfolio characteristics and performance.
  • Work closely with Portfolio Managers on portfolio analytics and construction.
  • Additional duties and projects as assigned.

QUALIFICATIONS/COMPETENCIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

EDUCATION and/or EXPERIENCE:
  • B.S. or B.A. Degree in Finance, Business, Mathematics, Economics or related field required.
  • Strong quantitative skills required.
  • Comfortable using Excel, Word, PowerPoint, etc. VBA experience preferable but not required.
  • Experience in business or finance preferred.