Portfolio Analyst

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, 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

• WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs.
• Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays.

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.

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].

At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive. We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve.

WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region. As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration. WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, Powdermill® Financial Solutions, WSFS Institutional Services®, WSFS Mortgage®, and WSFS Wealth® Investments. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.