Institutional Portfolio Strategy Analyst

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

Benefits offered by this job

Medical benefits

Dental and vision

401(k) plan

Paid holidays

Wellness programs

Job summary

Bryn Mawr Trust, a WSFS Company, seeks a Portfolio Analyst to support centralized portfolio solutions and model adoption across client accounts. You will work with investment researchers and advisors on asset allocation, portfolio construction, and strategy implementation.

The role emphasizes institutional portfolio management, reporting, and process improvements, with strong exposure to portfolio trading systems and technology enhancements.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Series 65 license within 3 months of hire.
• General knowledge of investment markets, portfolio management, asset allocation, and investment research concepts.
• Strong analytical, quantitative, and problem-solving skills.
• Advanced proficiency in Microsoft Excel and Word/Outlook.
• Experience with portfolio accounting, trust accounting, trading, or investment management systems preferred.
• Experience with Orion Eclipse is highly preferred.

Responsibilities

• Support the 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.
• Analyze accounts for model eligibility and assess potential capital gain and loss impacts associated with model adoption.
• Partner with Investment Advisors to facilitate model adoption, including documentation and implementation processes.
• 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.
• Support optimization of portfolio management technology, workflows, and system capabilities.
• Execute account-level transactions when necessary to support broader portfolio management objectives.
• Support the work of the Investment Research & Strategy team across asset classes and investment disciplines.
• Serve as secretary for one or more investment working groups, documenting discussions, decisions, and action items.
• Participate in research and strategy initiatives by preparing reports, gathering data, and conducting directed analysis under the supervision of senior investment professionals.
• Assist in monitoring portfolio implementation, investment exposures, and strategy effectiveness.
• Serve as a resource for reporting requests, system support questions, and operational issues related to portfolio management and trading platforms.
• 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.
• Support ongoing enhancements to investment systems and technology platforms.

Skills

Analytical skills

Quantitative skills

Excel proficiency

Communication

Team collaboration

Education

Bachelor's degree in Finance/ Economics

Tools

Orion Eclipse

Trading platforms

Job description

Bryn Mawr Trust, a WSFS Company, seeks a Portfolio Analyst to support centralized portfolio solutions and model adoption across client accounts. You will work with investment researchers and advisors on asset allocation, portfolio construction, and strategy implementation.

The role emphasizes institutional portfolio management, reporting, and process improvements, with strong exposure to portfolio trading systems and technology enhancements.