Role: Portfolio Analyst
This role assists the product portfolio managers with gathering and analyzing data about portfolio performance.
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.
Properties
Multiple Occurrences
Optional
Planned