Sr. Investment Portfolio Analyst

Responsibilities

Serves as relationship manager for a subset of existing clients, at discretion of lead Financial Advisors; Prepares presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects; Coordinates efforts to gather data to assist Financial Advisors in preparing responses to client or prospect requests; Creates portfolio/equity snapshots, researches investments and provides fund reports upon request to clients; Collects and compiles fundamental research on related companies in response to client inquiries; May lead client meetings to identify client goals and tolerances; Develops and presents individualized client investment strategy; Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios; Presents or responds to inquiries from Financial Advisors and/or clients to research and resolve issues; Creates presentations to clients and prospects under the direction of Financial Advisors; Prepares customized written industry and company specific reports upon request to clients; Develops financial models to forecast team revenue and income; Performs research and analytics used in Investment Strategy white papers for financial advisor or client use; Coordinates preparation of scheduled and ad hoc performance reports; Collaborates with internal and external product experts to insure proper due diligence of products; Develops and maintains checklists for tracking periodic investment managers’ reviews by third party and independent investment manager searches; Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients; Interfaces effectively with all levels of staff in managing portfolios; Completes ad hoc projects and reports as assigned; Performs other duties and responsibilities as assigned

Requirements

Bachelor’s Degree in a related field and a minimum of four years’ experience in the financial services industry with an emphasis on conducting market research and analysis; or an equivalent combination of experience, education and/or training as approved by Human Resources; SIE required provided that an exemption or grandfathering cannot be applied; Series 7; Series 63, 65 and/or 66 as required by state; General Experience - 3 to 6 years

Nice to have

Certified Financial Analyst preferred

Benefits

medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); parental leave; additional compensation (cash or equity); discretionary bonuses; commissions