The Portfolio Analyst will work closely with our Asset Managers and the SVP of Asset Management on client matters such as analyzing clientâs current portfolio, reviewing wealth management analyses, and making asset allocation recommendations.
Requirements
- Analyzes performance, style, and risk measures for investment portfolios.
- Reviews clientâs account(s) and prepares portfolio reviews at the request of Relationship Managers and Asset Managers.
- Recommends manager selections within managed accounts and variable annuities
- Evaluates clientâs outside accounts to make proper asset allocation recommendations.
- Uses software tools to analyze clientsâ outside accounts and current portfolio for proper allocation recommendations.
- Creates âportfolio observationsâ for clients that bullet point questionable investment strategies within their overall portfolio and recommendations to better suit clients investment objective.
- Performs due diligence on portfolio managers available within our broker/dealer to decide which will best fit the clientâs needs and documents all due diligence conversations of the IC.
- Keeps abreast of current market conditions and changes through vendor conference calls and market outlooks.
- Provides analysis of new and existing vendors and reviews possible software and technology enhancements.
- Continuously maintain and update software in order that data consistently stays up to date with ever-changing market environments.
Benefits
- Competitive salary
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
