Post Job Free
Sign in

Portfolio Analyst

Company:
Galaxy Search Partners
Location:
Denver, CO
Posted:
May 02, 2025
Apply

Description:

Galaxy Search Partners is working with a high-performing, Denver-based hedge fund to hire a Portfolio Analyst. With a fast-paced, collaborative culture focused on continuous learning and operational excellence, the team is looking for someone who thrives on ownership, precision, and growth. This is a dynamic role where you'll gain exposure to a broad range of operational functions, from trade execution support and fund accounting to compliance, client service, and cross-functional projects.

Key Responsibilities

Support daily trading activity and help reconcile positions across custodians and brokers.

Assist with fund and management company accounting processes alongside third-party administrators.

Organize and analyze portfolio data to support internal reporting and investment decisions.

Track and evaluate trade execution metrics, including errors.

Maintain compliance records and assist with regulatory updates and audit prep.

Contribute to CRM system maintenance, investor communications, and outreach efforts.

Assist in onboarding new investors and managing related documentation.

Liaise with fund administrators on both operational and investor-related matters.

Update and maintain investor materials with current performance data and firm statistics.

Collaborate on special projects and process improvements with the investment and operations teams.

Requirements:

Bachelor's degree in Finance, Accounting, Economics, or a related discipline.

1–3 years of relevant experience in financial operations, fund accounting, or client service.

Proficiency in Microsoft Excel, familiarity with Python, Salesforce, and QuickBooks is a bonus.

Benefits:

Bonus

Hybrid

Health/ Dental/ Vision

401K with match

Generous PTO policy

Interested in learning more? Submit your resume to Galaxy Search Partners to explore this opportunity with a fast-growing investment team based in Denver.

Apply