Portfolio Analyst

Jobtailor

Stamford (CT)

On-site

USD 65,000 - 95,000

Full time

9 days ago

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Job summary

Jobtailor in Stamford, CT is seeking an investment support professional to provide licensed investment and analytical support to Individual/Trust Account Portfolio Managers.

You will conduct economic, market, industry and risk forecasting, prepare trust portfolio status and performance reports, and participate in client review meetings to present portfolio performance and investment strategies.

Qualifications

2+ years of financial services experience
FINRA Series 65 license must be obtained within 120 days from start date; preferred and may be obtained within 90 days if not currently licensed
Beginner or intermediate level of investment knowledge
Bachelor’s degree preferred qualification
Strong attention to detail and organizational skills
Ability to prioritize tasks and manage multiple priorities
Client-facing relationship management experience
Self-directed, motivated, and able to work with minimal supervision
Ability to work independently and as part of a team
Excellent written and verbal communication skills
Ability to analyze and prioritize large amounts of information
Knowledge of capital markets and the investment management industry
sedentary work capability

Responsibilities

Provide licensed investment and analytical support to Individual/Trust Account Portfolio Managers
Conduct economic, market, industry, portfolio, risk, and loss forecasting analysis
Prepare trust portfolio status and performance reports for clients and management
Participate in client review meetings and present portfolio performance and investment strategies
Assist with stock, bond, and mutual fund trade execution and verification
Monitor portfolio assets and adherence to client investment policy statements
Develop observations and investment recommendations for portfolio adjustments
Monitor portfolio rebalancing and help resolve client service issues
Gather client information with TCSG for service resolution
Initiate client service requests through Salesforce CRM and liaise among TCSG, clients, and Portfolio Management
Update wealth management databases and client records
Conduct ad hoc research requested by management

Skills

Investment Analysis

Portfolio Performance Reporting

Risk Forecasting

Trade Execution

Portfolio Rebalancing

Ad Hoc Research

Economic Analysis

Market Analysis

Loss Forecasting

Client Information Gathering

Education

Bachelor's degree preferred

Tools

Salesforce CRM

Wealth Management Databases

Job description

Provide licensed investment and analytical support to Individual/Trust Account Portfolio Managers
Conduct economic, market, industry, portfolio, risk, and loss forecasting analysis
Prepare trust portfolio status and performance reports for clients and management
Participate in client review meetings and present portfolio performance and investment strategies
Assist with stock, bond, and mutual fund trade execution and verification
Monitor portfolio assets and adherence to client investment policy statements
Develop observations and investment recommendations for portfolio adjustments
Monitor portfolio rebalancing and help resolve client service issues
Gather client information with TCSG for service resolution
Initiate client service requests through Salesforce CRM and liaise among TCSG, clients, and Portfolio Management
Update wealth management databases and client records
Conduct ad hoc research requested by management

Requirements

2+ years of financial services experience
FINRA Series 65 license must be obtained within 120 days from start date; preferred and may be obtained within 90 days if not currently licensed
Beginner or intermediate level of investment knowledge
Bachelor’s degree preferred qualification
Strong attention to detail and organizational skills
Ability to prioritize tasks and manage multiple priorities
Client-facing relationship management experience
Self-directed, motivated, and able to work with minimal supervision
Ability to work independently and as part of a team
Excellent written and verbal communication skills
Ability to analyze and prioritize large amounts of information
Knowledge of capital markets and the investment management industry
Sedentary work capability

Core Competencies

Demonstrates expertise in investment analysis, portfolio management, and client relationship management, with a strong focus on attention to detail and organizational skills. Proficient in utilizing Salesforce CRM for client service requests and maintaining accurate wealth management databases.

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