Portfolio Analyst

Blake Smith Staffing, LLC.; Stamford (CT); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading staffing company seeks an investment advisor to deliver comprehensive investment advice to clients. The role involves maintaining client relationships, monitoring portfolios, and utilizing company resources to provide insightful recommendations. Candidates must possess strong analytical skills and relevant qualifications such as CFA or CAIA, alongside a minimum of 5 years' experience in investment strategies.

Qualifications

• Relevant prior work experience, with 5+ years of relevant experience.
• Strong written communication skills.
• Proactive self-starter with proficient time management.

Responsibilities

• Consult with clients and assist in formulating investment policy.
• Monitor client portfolios and ensure retention through excellent service.
• Prepare clear, accurate reports and recommendations to clients.

Skills

Client-facing

Analytical skills

Communication

Time management

Interpersonal skills

Education

University graduate

Possession of or advanced progression towards relevant professional qualifications (CFA, CAIA, CPA)

Tools

Excel

PowerPoint

Word

Outlook

Job description

Alternative Strategies Portfolio construction Analytically minded Client-facing Delivering advice to clients Retaining & growing client relationships Familiarity with statistics (beta, investment statistics) Prior work at Pensions (public/private), endowments, family offices, foundations, Consulting Motivation to learn Scrappy Manager Research, Alts we are interested in those with fund and alts investing backgrounds (FoF, E&F, Pension, etc).

Job Description

The Role

· To develop and deliver investment advice to assigned company clients.

Responsibilities

· Consult with Company clients taking the central role on the advisory service delivered to them.

· Assist clients with formulating investment policy and guidelines, making recommendations to them related to individual funds, strategy or general portfolio characteristics based on these guidelines, analysis contained within the research platform and the house view

· Actively monitor client portfolios with reference to performance, risk, exposures, rating and sub-ratings, understanding the portfolio’s objectives within the context of the total asset allocation

· Maintaining client relationships and ensuring client loyalty and retention through excellent client service as well as meeting all client needs appropriate to their business.

· Complete Annual Reviews with clients.

· Utilize the full range of company resources, including the Company Report, Risk Reports etc. across clients as appropriate.

· Keep up to date with alternative assets market performance, trends and notable events across Hedge Funds, Private Markets and Dynamic Beta through active engagement with IDD and ODD Analysts as well as with alternative funds, media and specialist publications.

· Refer client questions and interest in asset classes/strategies outside their current silo to the appropriate analyst or Function Head

· Thoroughly review Company published research on alternative assets on a timely basis. Be prepared and able to comment on any component of Company services and advice.

· Participate in regular conference calls and meetings with clients and/or Company analysts. Act as a representative at client board or investment committee meetings and other formal or information consultation. Work with other assigned client service group to produce documents relevant to these meetings.

· Where necessary, meet with alternative asset managers and provide written summary in form of core.reports and strategy summaries. Assist in the preparation of Company Strategy Timing reports (Quarterly Strategy Forecasts, and 5-year Forecasts).

· Undertake bespoke fund, strategy and portfolio level research where appropriate to satisfy client requests. Prepare portfolio, strategy and fund level presentations for clients - ensuring data accuracy and complete coverage. Review and publish research as directed.

· Maintain good relationship with clients and a strong understanding of assigned clients’ objectives and goals related to their investments in alternative assets.

· Identify cross-selling opportunities based on clients’ interests.

· Prepare, run and review client portfolio risk models – ensuring data accuracy and complete coverage. Assist in the preparation of Company portfolio construction reports (Model Portfolios, Rational Portfolios and optimization analysis).

· Assist with overseeing client portfolios performance, risk/return profiles. Provide ongoing assistance (quantitative and qualitative modelling) and analyze and explain movements in client portfolios.

· Prepare clear, accurate, concise reports and recommendations to clients, in line with client and management deadlines.

· Follow company’s “best practices” in respect of portfolio construction.

· Ensure client deliverables are prepared, reviewed and sent to clients on a timely and accurate basis.

· Work closely with other analysts and client account managers to facilitate knowledge transfer in the company.

· Maintain HFDB with accurate and timely information, including meeting notes, recommendations, presentations and other board material. Ensure that client material is stored in commonly accessible areas as directed.

· Where required, provide assistance in business development activities, including participation in Board finalist interviews as part of an RFP process.

· Support with business strategic initiatives as required.

· Report potential conflicts to compliance and work with compliance to ensure that conflict disclosures appear on written research reports.

· Other ad hoc activities, as directed by Head of Portfolio Group and other Partner Portfolio Analysts

What We’re Looking For

· University graduate

· Relevant prior work experience, with 5+ years of relevant experience

· Strong written communication skills

· Possession of or advanced progression towards relevant professional qualifications (CFA, CAIA, CPA)

· Proactive self-starter, proficient time management and multi-tasking

· Professional demeanour and strong interpersonal skills.

· Systems literacy (excel, ppt, word, Outlook)

Qualifications

A few attractive qualities:portfolio construction, investment due diligence, optimization, client-facing. Previous work at endowments, pensions, foundations, and to a lesser extent fund of funds (need to have been >3bn).

Additional Information

All your information will be kept confidential according to EEO guidelines.