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Portfolio Monitoring Analyst
Company name
Kessler Topaz Meltzer & Check, LLP
Location
Radnor, PA, United States
Employment Type
Full-Time
Industry
Legal
Posted on
Nov 14, 2022
Profile
Portfolio Monitoring Analyst
The candidate will assist the Firm in identify potential clients by calculating and analyzing investment transactional data and providing analysis to identify any relevant case-specific or client-specific trading issues. Perform statistical analysis and utilizing analytics through a Qlik platform to assist the team. Analyze investment transactional data from client portfolios. Apply accounting methodologies to calculate investment losses. Research securities using Bloomberg. Document and communicate findings to team. Perform statistical analytics using a Qlik platform. Assist team on special projects. Bachelor’s degree in Business is required.
Company info
Kessler Topaz Meltzer & Check, LLP
280 King of Prussia Road
Radnor
Pennsylvania
United States 19087
Website : http://ktmc.com
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