Portfolio Analyst

Petersen Hastings•Kennewick, WA

1d•Onsite

About The Position

The Portfolio Analyst is part of an internal group of professionals with broad financial backgrounds focusing on wealth management and financial consulting. The Portfolio Analyst is responsible for working with the Petersen Hastings team to perform a wide range of investment related services for new and existing clients. These duties include execute security transactions (equity and fixed income), review and maintain client account asset allocation targets, prepare financial reports, and provide general support and research of portfolio and investment strategies.

Requirements

Bachelor’s degree in business administration, economics, or related field preferred
Minimum of 2-5 years of related experience in an investment operations role in the financial services industry.
Proficient in mathematical concepts and calculations.
Excellent research and problem-solving abilities.
Detail-oriented with a high degree of accuracy.
Spirit to serve; detailed, flexible, reliable, genuine concern for client satisfaction.
Comprehensive understanding of investment products, securities operations, and the servicing requirements of specific entities.
Proficiency in Office 365.
Demonstrated sensitivity to and ability to identify critical information; the ability to quickly research and collect pertinent information, to integrate essential information, and use that information to define and test options and alternatives.
Demonstrated ability to develop recommendations and justification for the most productive course of action - requiring insightful and creative skill in reasoning and logic, and in quantitative analysis.
Excellent knowledge of and demonstrated experience in trading and interest in investment research.
Committed to strong values and upholding the highest ethical standards.
Adhere to strict standard for confidentiality and discretion of all client information.
Ability to project a professional image of her/himself and Petersen Hastings to clients, prospects, and other third parties.
Work well under pressure and willing to contribute to the wider strategic goals.
Capable of developing partnerships with internal departments and external organizations with clarity, flexibility, and professionalism.
Collaborative, able to work with and through others.

Nice To Haves

Series 65 license preferred.

Responsibilities

Implement asset allocation plan, portfolio rebalancing, buy/sell/exchange securities as needed, cash investments, tax loss harvesting.
Execute money movement: distributions, contributions.
Understand investment options, strategies, and vehicles.
Perform database maintenance/updates in Trading System, escalate and resolve issues as needed.
Perform account maintenance: product set up, model set up/updates, cost basis.
Review and execute proxy voting.
Understand and able to communicate and apply custodian fee schedules.
Thoroughly investigate and follow up on reconciliation and settlement issues.
Communicate with custodians regarding trade related interfaces, best execution, etc.
Assist in the creation of internal reports/processes for monitoring data points.