Private Client Analyst - Valley Forge, PA

Janney Montgomery Scott LLC•Schuylkill Township, PA

9d•Onsite

About The Position

The Private Client Analyst supports the Financial Advisor team in portfolio management, analytics, and client deliverables. This role is highly analytical and execution-focused, with primary responsibility for portfolio screening, rebalancing, trading, and preparing materials for client reviews and prospective client opportunities. This individual plays a key role in maintaining portfolio alignment and delivering a high-quality client experience.

Requirements

2+ years of experience in wealth management, investment analysis, or portfolio management support
Bachelor’s Degree
Series 7 and 63/65 (or 66) required
Must obtain insurance license within 6 months of hire
Strong Excel skills required (data analysis, modeling, and reporting)
Proficiency in Microsoft Office and experience with CRM and portfolio management software
Strong analytical and quantitative skills
High attention to detail and accuracy
Ability to manage multiple priorities in a fast-paced environment
Strong communication skills, with ability to create client-friendly materials
Highly collaborative team player with a proactive approach to supporting advisors and clients
Critical thinking and problem-solving skills
High ethical standards

Responsibilities

Execute portfolio rebalancing and implement trades across client accounts
Monitor portfolios for drift, allocation changes, and cash needs
Conduct portfolio screening and analysis to support investment decisions
Prepare all materials for client meetings, including performance reports and portfolio reviews
Analyze outside assets for prospective clients and develop comparison presentations
Assist in maintaining model portfolios and investment strategies
Collaborate closely with advisors and team members to ensure accurate, timely, and client-ready deliverables