Role: Portfolio Analyst
This role assists the product portfolio managers with gathering and analyzing data about portfolio performance.
Role Sets: Portfolio Management
Relationships
Main Description

This role assists the product portfolio managers and has the following responsibilities:

  • Create presentations and analysis, as well as commentary, for quarterly and annual portfolio reviews.
  • Gather market and economic data from internal and external databases. 
  • Assist in monitoring the product portfolio to ensure that performance and allocations are consistent with target expectations, with the goal of identifying needed changes.