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 in managing complex aspects of domestic and international portfolios, including researching potential business profitability. You will calculate the impact of strategy changes on portfolios and analyze transaction suitability. You will also prepare trades and monitor clearing compliance notifications to ensure regulatory adherence. Additionally, you will provide investment reporting and analytics for assigned investment teams, supporting marketing and client service teams with data requests. Finally, you will interpret performance attribution and track error reports to generate detailed portfolio analytics for business decision-making.
Requirements
- Bachelor’s degree or equivalent combination of education and experience; MBA and/or CFA preferred.
- 3-5 years of prior financial or investment experience.
- Strong analytical skills with the ability to conduct detailed portfolio analysis and prepare impactful reports.
- Experience working collaboratively with portfolio managers and cross-functional teams.
- No direct people leadership responsibilities.
Nice To Haves
- MBA and/or CFA preferred.
Responsibilities
- Assist Portfolio Managers in managing complex aspects of domestic and international portfolios, including researching potential business profitability.
- Calculate the impact of strategy changes on portfolios and analyze transaction suitability.
- Prepare trades and monitor clearing compliance notifications to ensure regulatory adherence.
- Provide investment reporting and analytics for assigned investment teams, supporting marketing and client service teams with data requests.
- Interpret performance attribution and track error reports to generate detailed portfolio analytics for business decision-making.
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
