Senior Specialist, IWM Portfolio Analyst
About The Position
We’re seeking a future team member for the role of Senior Specialist, IWM portfolio Analyst to join our Wealth Management team. In this role, you’ll make an impact by assisting Portfolio Managers with more complex aspects of managing domestic and international portfolios, calculating the impact of strategy changes on portfolios, assessing the suitability of proposed transactions, preparing trades, monitoring clearing compliance notifications, and supporting investment reporting and analytics for assigned investment teams. You will also interpret performance attribution and tracking error reports, generate portfolio analytics, and support marketing and client service teams with data requests. Additionally, you will conduct detailed portfolio analysis and prepare reports that support informed business decisions, and may conduct research related to potential business profitability.
Requirements
- Bachelor’s degree or the equivalent combination of education and experience is required.
- 3-5 years of prior financial/investment experience.
- Strong analytical skills with the ability to interpret investment data and portfolio reporting.
- Ability to work closely with Portfolio Managers and support internal teams with accurate, timely information.
Nice To Haves
- MBA and/or CFA preferred.
Responsibilities
- Assist Portfolio Managers with more complex aspects of managing domestic and international portfolios.
- Calculate the impact of strategy changes on portfolios and assess the suitability of proposed transactions.
- Prepare trades, monitor clearing compliance notifications, and support investment reporting and analytics for assigned investment teams.
- Interpret performance attribution and tracking error reports, generate portfolio analytics, and support marketing and client service teams with data requests.
- Conduct detailed portfolio analysis and prepare reports that support informed business decisions.
- May conduct research related to potential business profitability.
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Access to flexible global resources and tools
- Generous paid leaves
- Paid volunteer time
- 401(k) plan
- Company-sponsored medical, dental, vision, and basic life insurance plans
- Various paid time off benefits, such as vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Senior
