Portfolio Analyst

Bryn Mawr Trust Co.; Northern (KY); Hybrid; USD 64,000 - 106,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Life insurance

Paid time off

Job summary

Bryn Mawr Trust, a WSFS Company, seeks a qualified investment professional to support centralized portfolio solutions within a goals-based framework. You will work with Investment Advisors to implement model portfolios and maintain data accuracy across trading systems.

The role emphasizes analytical rigor, collaboration with investment teams, and a focus on asset allocation and reporting. Familiarity with Orion Eclipse is preferred; Series 65 may be required within 3 months.

Qualifications

• Strong analytical, quantitative, and problem‑solving skills.
• Advanced proficiency in Microsoft Excel; Word and Outlook.
• Experience with portfolio accounting, trust accounting, trading, or investment management systems preferred.

Responsibilities

• Support the delivery and management of centralized portfolio solutions.
• Maintain portfolio management and trading system databases for accuracy.
• Monitor and report on model adoption, asset ownership, and portfolio strategy implementation.

Skills

Analytical skills

Problem solving

Excel proficiency

Team collaboration

Education

Bachelor's degree in Finance/Economics/Business

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.

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.

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
• 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, and 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 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.

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.

Bryn Mawr Trust is part of WSFS, the oldest and largest locally headquartered bank and trust company in the Greater Philadelphia and Delaware region. Our organizations know that when we work together and move forward with purpose, a brighter future lies ahead.

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.