Institutional Portfolio Strategy Analyst

WSFS Bank; Berwyn (PA); On-site; USD 64,000 - 106,000; Full time

Benefits offered by this job

Medical coverage

401(k) plan

Life insurance

Disability insurance

FSAs & HSAs

Wellness programs

Paid parental leave

Paid time off

Job summary

Bryn Mawr Trust, a WSFS Company, seeks a Portfolio Analyst to join the Investment Research & Strategy team in Berwyn, PA. The role focuses on implementing centralized portfolio solutions and supporting model adoption across client accounts.

You will build expertise in portfolio trading platforms, ensure data integrity, and collaborate with Investment Advisors to execute strategic allocations. A Bachelor’s degree and Excel proficiency are required, with Series 65 readiness preferred.

Qualifications

• Bachelor's degree in finance, economics, business administration, or related field preferred.
• Series 65 license required or ability to pass within three months of hire.
• Strong analytical, quantitative, and problem-solving skills.
• Advanced proficiency in Microsoft Excel.
• Experience with portfolio accounting, trust accounting, trading, or investment management systems preferred.
• Experience with Orion Eclipse and related portfolio management platforms is highly preferred.

Responsibilities

• Support delivery and management of centralized portfolio solutions within the firm's goals-based investment framework.
• Maintain portfolio management and trading system databases to ensure accuracy and consistency with approved model portfolio constituents.
• Monitor and report on model adoption, asset ownership, and portfolio strategy implementation across the firm's book of business.
• Assist in the execution of tactical asset allocation shifts, portfolio rebalances, and strategic investment changes directed by the Investment Research & Strategy team.
• Develop expertise in portfolio trading and management platforms to enhance implementation efficiency and scalability.
• Produce standard and ad hoc reports related to models, asset allocation, portfolio holdings, and implementation activity.
• Identify opportunities to improve reporting processes, data integrity, and operational efficiencies.
• Serve as secretary for one or more investment working groups, documenting discussions, decisions, and action items.

Skills

Analytical skills

Quantitative analysis

Portfolio management knowledge

Microsoft Excel (advanced)

Team collaboration

Education

Bachelor's degree in Finance / Economics / Business Administration

Series 65 license or ability to pass within 3 months

Tools

Orion Eclipse

Portfolio management platforms

Job description

Bryn Mawr Trust, a WSFS Company, seeks a Portfolio Analyst to join the Investment Research & Strategy team in Berwyn, PA. The role focuses on implementing centralized portfolio solutions and supporting model adoption across client accounts.

You will build expertise in portfolio trading platforms, ensure data integrity, and collaborate with Investment Advisors to execute strategic allocations. A Bachelor’s degree and Excel proficiency are required, with Series 65 readiness preferred.