Research Analyst/Portfolio Administrator

PB Search ·www.pbsearch.com

Location Stamford, Connecticut, United States
Work type Hybrid
Salary USD 78,000 - 108,000 / year
Type Full time
Level Mid
Source Shazamme
Finance Accepting Candidates
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Research Analyst – Portfolio Administrator

Boutique high-end fund seeks Research Analyst – Portfolio Administrator to work as part of small team responsible for Global Equities Research and Portfolio Administration. The role is a hybrid position that combines fundamental company research with portfolio administration and reporting.

This is a direct hire full time position with a firm that offers a very professional work environment, great work life balance, and competitive compensation.

This would be a great match for an early-career professional with a strong finance/accounting background (portfolio accounting, fund accounting,…) who wants to work for a boutique investment fund focused on equities/global equities. This is a very supportive, collaborative work environment with opportunities for growth.

In summary, you will support the firm’s investment and operations efforts, with a focus on the international equity strategies. as part of a small, tight knit team.

The ideal candidate enjoys a dynamic, in-office environment and the camaraderie of working with a small team.

In summary, you will:

A. Research
• Conduct fundamental company analysis
• Monitor and communicate company and market news
• Participate in company management conference calls; attend company meetings and industry conferences
• Support Portfolio Manager’s company research, trading, and client servicing activities

B. Portfolio Administration and Support
• Serve as backup for portfolio accounting and reconciliation
• Monitor client portfolios
• Assist in the preparation of client reporting

Requirements include:
• Completed college degree, Economics, Finance, Math or other related quantitative course of study preferred
• 0 to 2 years of relevant experience; recent graduates are eligible to apply
• Strong quantitative skills and proficiency with Excel; comfortable working with financial information and AI tools
• Demonstrably interested in global markets
• Extremely organized and meticulous, with an accountant’s mindset
• A team player with a can-do attitude
• Personality traits: intellectually curious; honest, ethical, and trustworthy; self-motivated, patient, and persistent; adaptable and willing to take on a variety of responsibilities
• Clear and effective written and verbal communication skills
• This is a 5 day per week onsite role based in the Stamford Connecticut area

Frequently asked questions

Who is hiring for the Research Analyst/Portfolio Administrator role?
PB Search is hiring for the Research Analyst/Portfolio Administrator position, a Shazamme client. Apply directly on the employer's career site.
Where is the Research Analyst/Portfolio Administrator job located?
The Research Analyst/Portfolio Administrator role with PB Search is based in Stamford, CT, US. The role is hybrid-friendly.
Is the Research Analyst/Portfolio Administrator role remote?
Yes — the Research Analyst/Portfolio Administrator position at PB Search is hybrid. Candidates based in US are preferred.
What does the Research Analyst/Portfolio Administrator role pay?
PB Search lists the Research Analyst/Portfolio Administrator role at USD 78,000–108,000 per year.
Is the Research Analyst/Portfolio Administrator role full-time or contract?
This is a full time position at PB Search.
What experience level is the Research Analyst/Portfolio Administrator role?
The Research Analyst/Portfolio Administrator position is aimed at mid-level candidates.
How do I apply for the Research Analyst/Portfolio Administrator role at PB Search?
Apply directly on PB Search's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.
Apply direct