Portfolio Analyst: Strategy, Trading & Reporting

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

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.