Portfolio Analyst
The Portfolio Analyst acts as a critical team member and facilitator in support of Senior Investment Advisors working with clients and other internal partners. Within our highly-collaborative, team-based service model, you will have significant responsibility in a demanding and fast-paced environment.
Responsibilities include:
- Supporting Senior Investment Advisors (SIA) in all investment matters
- Constructing portfolio trading programs for approval by SIAs
- Monitoring cash positions and IPS restrictions
- Reviewing quarterly investment performance reports
- Performing ad hoc analyses on client-related questions (e.g. specific securities, in conjunction with research staff)
- Developing technical expertise in investment software tools
- Executing trades
- Managing large orders
- Providing manager research support as necessary
- Assisting in client onboarding
- Other duties as assigned