Financial Markets Analyst - Investment Strategies

Full-Time $1,500 - $2,500 (USD/Month)Role OverviewHireMango is seeking a dynamic and analytical Securities Analyst for one of our clients. This role will leverage data, software tools, and market trends to identify strong investment opportunities aligned with our firm's growth and value investing strategies. The analyst will also manage stock transactions and ensure client portfolios are optimized to meet their financial goals.Responsibilities- Investment Analysis: Utilize financial software, research reports, and data analytics to monitor market trends, identify potential investment opportunities, and make informed recommendations.- Stock Transactions: Under the direction of the firm's partners, execute buy and sell orders for stock positions in the accounts of our 400+ clients, ensuring compliance with internal and regulatory standards.- Portfolio Management: Conduct quarterly reviews and rebalancing of client portfolios, ensuring that investments align with the structure, risk tolerance, and goals of each account.- Trend Monitoring: Continuously track and analyze macroeconomic and sector-specific trends, providing timely insights to the partners for portfolio adjustments and long-term strategy development.- Data Reporting: Compile detailed reports on portfolio performance, including investment returns, asset allocation, and potential areas for improvement or opportunity.- Client Support: Collaborate with the client relationship team to communicate portfolio adjustments and investment strategies effectively to clients when necessary.Qualifications- Bachelor's degree in Finance, Economics, Accounting, or related field.- 2-5 years of experience in securities analysis, portfolio management, or a similar role within the financial services industry.- Strong analytical skills with proficiency in investment analysis tools and software (e.g., Bloomberg, Morningstar, etc.).- Familiarity with growth and value investing principles.- Solid understanding of risk management, portfolio construction, and asset allocation strategies.- Excellent communication and reporting skills with attention to detail.- Series 7 and 63 licenses (preferred but not required).Benefits10 Paid local holidays10 days PTOFull-time, long-term roleHireMango support and coachingCompetitive pay