Institutional Portfolio Analyst – Strategy & Trading

Bryn Mawr Trust Advisors, LLC; Devon (PA); On-site; USD 64,000 - 106,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

Bryn Mawr Trust Advisors, a WSFS Company, seeks a Portfolio Analyst to support centralized portfolio solutions and model management. You will help implement investment strategies, maintain trading systems, and drive efficiency across client accounts within the Investment Research & Strategy team.

This role emphasizes institutional portfolio management, model adoption, and strong collaboration with Investment Advisors and senior professionals. A Series 65 and finance background are preferred.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• Series 65 license required or obtainable within 3 months.
• Knowledge of investment markets, portfolio management, asset allocation, and research concepts.
• Strong analytical, quantitative, and problem-solving skills.
• Advanced Excel and Word/Outlook proficiency.
• Experience with portfolio accounting, trust accounting, trading, or investment management systems.
• Experience with Orion Eclipse and related portfolio management platforms.
• Strong organizational skills and ability to manage multiple priorities.
• Collaborative work across teams with investment professionals and advisors.
• Interest in investment research, portfolio construction, institutional management.

Responsibilities

• Support centralized portfolio solutions delivery within the firm's investment framework.
• Maintain portfolio management and trading system databases for accuracy and consistency with model portfolios.
• Monitor model adoption, asset ownership, and strategy implementation across client accounts.
• Analyze accounts for model eligibility and assess capital gain/loss impacts of model adoption.
• Partner with Investment Advisors to facilitate model adoption, documentation, and implementation.
• Assist in tactical asset allocation shifts, portfolio rebalances, and strategic investment changes.
• Develop expertise in portfolio trading and management platforms to enhance efficiency.
• Support optimization of portfolio management technology, workflows, and system capabilities.
• Execute account-level transactions to support portfolio objectives.
• Support Investment Research & Strategy team across asset classes and disciplines.
• Serve as secretary for investment working groups, documenting discussions and actions.
• Prepare reports, gather data, and conduct analyses for research and strategy initiatives.

Skills

Analytical skills

Quantitative skills

Problem-solving

Excel proficiency

Word & Outlook

Education

Bachelor's degree in Finance/Economics/Business Administration

Tools

Orion Eclipse

Portfolio management systems

Job description

Bryn Mawr Trust Advisors, a WSFS Company, seeks a Portfolio Analyst to support centralized portfolio solutions and model management. You will help implement investment strategies, maintain trading systems, and drive efficiency across client accounts within the Investment Research & Strategy team.

This role emphasizes institutional portfolio management, model adoption, and strong collaboration with Investment Advisors and senior professionals. A Series 65 and finance background are preferred.