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Robert Half Impact and Portfolio Analyst in Conshohocken, Pennsylvania


Our premier client is looking for an Impact and Portfolio Analyst with experience in p/e, financial services, or public accounting. The Impact and Portfolio Analyst will evaluate and monitor the performance of the client’s investments, analyze impact reporting findings, review financial statements, and make recommendations to help clients improve and increase their assets. This Impact and Portfolio Analyst should have the ability to study trends that impact investments and create reports regarding economic and business changes that will affect the value of the portfolio.

Primary Duties

• Maintain knowledge of market and economic trends

• Conduct detailed portfolio analysis

• Assist with new portfolio onboarding

• Prepare portfolio analysis reports

• Ad hoc impact reporting

• Coordinate with finance and investment teams

• Recommend the best investment vehicles based on performance

• Communicate with portfolio management team and project stakeholders

• Maintain all data according to government policies


• Bachelor’s degree in Finance, Economics or Business Administration

• 1+ year relevant experience

• Advanced Microsoft Excel, Strong Microsoft PowerPoint skills

• Excellent communication and presentation skills

• Results-driven, strong analytical mindset

Please reach out to Bryan Calhoun if interested in this Impact and Portfolio Analyst position - 484.214.2902 and reference JO#03710-0011756599.

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