Portfolio Oversight & Trading Controls Analyst

Artisan Partners; San Francisco (CA); Hybrid; USD 100,000 - 150,000; Full time

Job summary

Artisan Partners Limited Partnership in San Francisco seeks a Portfolio Oversight Analyst within Trade Operations. The Analyst will code client investment guidelines into the firm’s order management systems, support trading desks on compliance, and assist with regulatory reporting and proxy voting.

The role requires a Finance/Accounting/Econ background with 5+ years in financial services, strong analytical skills, and proficiency in SQL/Python.

Qualifications

• Undergraduate degree in Finance, Accounting, Economics, or Business Administration.
• 5+ years of relevant experience in financial services or trading environments.
• Strong analytical and critical thinking skills.
• Ability to multi-task in a fast-paced setting with urgency.
• Experience with client due diligence and regulatory reporting preferred.
• Experience with Aladdin OMS and data analysis tools preferred.

Responsibilities

• Assist with setup, preparation, and coding of client investment guidelines into the order management system.
• Provide analysis and interpretation of investment policies and account guidelines.
• Serve as primary contact for trading desk inquiries on constraints and controls.
• Support proxy voting administration and reporting initiatives.
• Assist with regulatory reporting obligations including shareholder disclosures.
• Support client due diligence questionnaires and RFP submissions.
• Coordinate responses to recurring portfolio compliance inquiries.
• Monitor nightly position refresh process to downstream systems.
• Participate in overnight on-call rotation and resolve alerts.
• Contribute to growth initiatives including onboarding new model delivery platforms.

Skills

Self-starter

Multi-tasking

Attention to detail

Analytical thinking

Judgment under pressure

Client service orientation

Regulatory awareness

Relationship building

Communication skills

Evening processing availability

Education

Undergraduate degree in Finance, Accounting, Economics, or Business Administration

Tools

Aladdin by BlackRock

Snowflake

Python

SQL (Snowflake or similar)

Microsoft Office Suite

Job description

Artisan Partners Limited Partnership in San Francisco seeks a Portfolio Oversight Analyst within Trade Operations. The Analyst will code client investment guidelines into the firm’s order management systems, support trading desks on compliance, and assist with regulatory reporting and proxy voting.

The role requires a Finance/Accounting/Econ background with 5+ years in financial services, strong analytical skills, and proficiency in SQL/Python.