Portfolio Analyst

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

Benefits offered by this job

Medical/Dental/Vision

401(k) plan

Life/Disability insurance

FSAs/HSAs

Wellness program

Parental leave

Vacation/PTO

Paid holidays

Job summary

Bryn Mawr Trust Advisors, a WSFS Company, seeks a Portfolio Analyst to support centralized portfolio solutions and model portfolios across client accounts. This role emphasizes investment research, strategy implementation, and portfolio oversight within an institutional focus.

You will work with the Investment Research & Strategy team to optimize trading platforms, enhance efficiency, and drive scalable processes. Strong Excel and analytics are essential, with Series 65 preferred or required.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or related field preferred.
• Series 65 license required or ability to pass within 3 months of hire.
• Knowledge of investment markets, portfolio management, asset allocation and research concepts.
• Advanced proficiency in Microsoft Excel; Word and Outlook.

Responsibilities

• Support delivery and management of centralized portfolio solutions within the firm’s goals-based framework.
• Maintain portfolio management and trading system databases for model portfolios.
• Monitor model adoption, asset ownership, and portfolio strategy implementation.
• Analyze accounts for model eligibility and assess capital gain/loss impacts.
• Partner with Investment Advisors to facilitate model adoption and documentation.
• Assist in tactical asset allocation shifts, rebalances, and strategic changes.
• Develop expertise in portfolio trading and management platforms to boost efficiency.
• Support optimization of portfolio management tech and workflows.
• Execute account-level transactions to support objectives.
• Prepare reports and conduct directed analysis under supervision.

Skills

Series 65

Excel

Word

Outlook

Portfolio accounting

Orion Eclipse

Investment research

Analytical skills

Education

Bachelor’s degree

Tools

Orion Eclipse

Job description

Job Description

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.

The Portfolio Analyst is a member of Bryn Mawr Trust Advisors’ Investment Research & Strategy team, which is responsible for equity research, fixed income research, macroeconomic analysis, asset allocation, portfolio construction, and trading. This role primarily supports the implementation of the firm’s investment strategies, model portfolios, and centralized portfolio solutions across client accounts.

The Portfolio Analyst will play a key role in maintaining and optimizing portfolio management and trading systems, supporting model adoption initiatives, implementing strategic portfolio changes, and enhancing operational efficiency through technology. This position has a strong institutional focus, emphasizing centralized portfolio oversight and model management rather than individual account management. The role provides significant exposure to investment research, portfolio construction, and strategy implementation, offering a direct pathway for career development within the Investment Research & Strategy function.

Job 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.

Minimum Qualification

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field preferred.
• Series 65 license required or the ability to successfully pass the Series 65 examination within three (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 proficiency in Microsoft Word and Outlook.
• Experience with portfolio accounting, trust accounting, trading, or investment management systems preferred.
• Experience with Orion Eclipse and related portfolio management platforms is highly preferred.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Ability to work collaboratively across teams and communicate effectively with investment professionals and advisors.
• Demonstrated interest in investment research, portfolio construction, and institutional portfolio management.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range:

$64,491.00 - $105,949.50

Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

Benefits

• medical, dental, and vision coverage
• a 401(k) plan
• life, accident, and disability insurance
• flexible spending accounts (FSAs) and health savings accounts (HSAs)
• wellness programs
• paid parental leave
• military leave
• vacation and other paid time off
• sick leave in accordance with applicable state laws
• paid holidays

Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status.

For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [e-mail].

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.