Prosperity Life Group Hiring for Portfolio Investment Analyst Job at New York, NY Full Time

Job Title: Portfolio Investment Analyst

Prosperity is seeking a highly motivated Portfolio Investment Analyst/Associate to join the fast-growing, highly sophisticated Asset Management business of Prosperity Life Insurance Group, a multi-billion-dollar company that is privately held by a top-tier, multi-strategy investment firm. This role is ideal for someone with an entrepreneurial mindset, a deep interest in investing and a desire to focus on Structured Products and Private Investments.

Major Duties and Responsibilities of the Portfolio Investment Analyst/Associate:

– Work closely with teammates to conduct in-depth fundamental and market analysis and due diligence on a variety of structured public and private investments

– Start as an investment generalist with the goal of developing domain expertise and specialization(s) over time

– Build and maintain financial models used for investment analysis and reporting

– Assist in on-going portfolio surveillance and operational needs

– Assist in developing and maintaining external relationships with broker/dealers to source and facilitate investments

– Support business growth initiatives, including acquisition activity and internal reporting

Qualifications of the Portfolio Investment Analyst/Associate:

– 2-5 years of relevant work experience in sales and trading, banking or investing

– Bachelor’s degree with a strong academic record

– Highly proficient in Microsoft Excel and PowerPoint

– Self-motivated, entrepreneurial mindset and desire to work with a lean and growing team

– Ability to work efficiently both in a team setting, and independently with minimal supervision

– Ability to multitask, perform under pressure and meet deadlines

– Effective communication (written & verbal) and relationship building skills

– Strong critical thinking and analytical skills

– Some technical experience (programming or excel macros) is a plus, but not required

Benefits of the Portfolio Investment Analyst/Associate:

– 3 – 4 days in office / 1 – 2 days remote with flexibility to adjust as needed

– Premium health insurance, dental and vision

– Fidelity 401K with employer matching

– Generous PTO

– Excellent opportunity for career development as a part of a high growth “start-up” business backed by a committed and stable capital base

Job Type: Full-time

Pay: $200,000.00 – $250,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical Setting:

• Office

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus pay

Application Question(s):

• Do you have at least 2-5 years of relevant work experience in sales and trading?
• Do you have a least 2-5 years of relevant work experience in banking?

Education:

• Bachelor’s (Preferred)

Experience:

• Investment: 3 years (Preferred)

Work Location: One location