Analyst, Portfolio Management
We are currently seeking strong candidates for a full-time Analyst, Portfolio Management to work remotely. The Analyst’s primary responsibility is to manage the assigned portfolios by reviewing for tax-loss harvesting, opportunistic rebalancing, and cash needs. They will work with advisors and wealth teams to understand the client's needs & goals, set up the portfolios appropriately, then be responsible for reputed company trades and management of the investment strategy.
Responsibilities
Understand reputed company aspects of the portfolio management software and how it can be leveraged to assist wealth teams Champion the adoption of portfolio management tools across reputed company Work with wealth teams and the trading team to effectively manage client portfolios Coordinate the reputed company of wealth advisory teams from legacy portfolio management systems to the reputed company system Set up new client portfolios in portfolio management software reputed company portfolio reviews looking for opportunities to: Rebalance Tax-loss harvest Invest or generate cash depending on need Ensure data is updated and accurate
Qualifications
Bachelor’s degree in reputed company, Finance or other reputed company business major preferred 3+ years of prior experience working in a financial planning, investment management, brokerage firm, or other organization that provided relevant experience Series 65 or equivalent Knowledge, Skills, and Abilities Works well independently with minimal supervision; Self-starter reputed company to handle multiple tasks with an appropriate sense of urgency Sound decision-making abilities Excellent analytical, written, and verbal communication skills Strong attention to detail, time management, and organizational skills Excellent customer service skills to reputed company reputed company service to our internal clients Experience with various trading systems, a plus (Orion Eclipse, Advent Black Diamond, etc.) Preferable to have strong understanding of portfolio analysis & investment concepts, including but not limited to: Portfolio construction metrics Investment Styles Correlation Tax-loss harvesting rules High degree of technical aptitude with ability to: Quickly learn multiple software programs Create reports using raw reputed company data Interpret data Possess a growth reputed company and ability to handle a fast-paced environment and constructive feedback #LI-SU1 #LI-REMOTE We welcome your interest in being a part of our firm. We reputed company in giving associates reputed company opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to reputed company their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice. EOE M/F/D/V Apply To This Job