Senior Portfolio Analytics & Implementation Analyst
Advisor Group Inc.
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Descripción de la vacante
Osaic is hiring a Senior Analyst for Wealth Management Portfolio Analytics & Implementation. The role focuses on delivering high-quality portfolio analysis, proposal support, and implementation across the firm.
You will collaborate with Advisors, Investment Team, Sales, and Client Service to translate objectives into actionable analysis and precise implementation instructions. The position requires 7+ years’ experience in wealth/investment management, strong Excel skills, and experience with
Formación
- Bachelor's degree in Finance, Economics, Accounting, Business, or related field required.
- 7+ years of experience in wealth management or portfolio analytics.
- Experience with portfolio models, performance reporting, and data quality controls.
Responsabilidades
- Support Advisors and Sales on new business opportunities and portfolio reviews.
- Analyze portfolios across allocation, diversification, strategy, and risk.
- Prepare investment proposals and supporting analysis for client discussions.
- Translate client objectives into portfolio strategies and targets.
- Lead centralized portfolio analytics including risk, performance, and holdings.
- Create concise tear sheets and portfolio summaries for meetings.
Conocimientos
Educación
Herramientas
Descripción del empleo
Osaic is hiring a Senior Analyst for Wealth Management Portfolio Analytics & Implementation. The role focuses on delivering high-quality portfolio analysis, proposal support, and implementation across the firm.
You will collaborate with Advisors, Investment Team, Sales, and Client Service to translate objectives into actionable analysis and precise implementation instructions. The position requires 7+ years’ experience in wealth/investment management, strong Excel skills, and experience with
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