Senior Portfolio Analytics & Implementation Analyst

Osaic; Falls Church (VA); Remote; USD 95,000 - 116,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic in the United States is seeking a Senior Analyst for Portfolio Analytics & Implementation in Wealth Management. The role focuses on delivering high‑quality portfolio analysis, investment proposal support, and portfolio implementation across the firm.

Collaborate with Advisors, Investment Team, Sales, and Client Service to translate objectives into actionable analysis and precise implementation instructions.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field required.
• 7+ years of experience in wealth management, investment management, portfolio analytics, or a related investment function.
• Advanced Excel skills with strong analytical and problem-solving capabilities.

Responsibilities

• Support Advisors and Sales on new business opportunities, prospect presentations, and portfolio reviews.
• Analyze prospective and existing portfolios across asset allocation, diversification, strategy, manager, fund, security, risk, performance, and other portfolio characteristics.
• Prepare investment proposals, portfolio comparisons, presentation materials, and supporting analysis for client and prospect discussions.
• Identify portfolio observations and potential opportunities, clearly documenting assumptions, limitations, and follow-up items for review.
• Execute standardized proposal and portfolio review workflows and recommend improvements that enhance quality, consistency, turnaround time, and the advisor experience.
• Translate approved client objectives, investment strategies, target allocations, and restrictions into portfolio strategies, models, and targets within Black Diamond and YCharts.
• Support the establishment, validation, and maintenance of models, portfolio targets, and transition plans for new clients and existing clients moving to new strategies.
• Coordinate with Advisors, Client Service, Investment, and Operations teams to obtain required inputs, resolve open questions, and confirm that portfolios are configured appropriately before execution.
• Provide clear, complete, and well-documented handoffs to the Trading Team once implementation requirements are finalized, and assist with resolving post-handoff questions or exceptions.
• Lead centralized portfolio analytics supporting Advisors, Investment Management, the CIO, and firm leadership, including asset allocation, exposures, holdings, risk, performance, and portfolio characteristics.
• Perform recurring and ad hoc portfolio analytics, including asset allocation, exposures, holdings, concentration, risk, performance, fees, and portfolio characteristics.
• Prepare actionable analysis to support portfolio decisions, client questions, portfolio reviews, and investment discussions, including manager, fund, security, strategy, and portfolio comparisons.
• Create concise one-page tear sheets, portfolio summaries, and investment analyses for client meetings and internal discussions.
• Use YCharts and other approved research and analytical tools to improve research efficiency and strengthen portfolio and investment insights.
• Respond to analytical requests with appropriate prioritization, documentation, quality review, and escalation of complex or sensitive matters.
• All other duties as assigned.

Skills

Wealth management

Portfolio analytics

Investment analytics

Excel

YCharts

Morningstar

Black Diamond

Education

Bachelor's degree in Finance, Economics, Accounting, Business, or related field

Tools

YCharts

Morningstar

Black Diamond

Job description

Osaic in the United States is seeking a Senior Analyst for Portfolio Analytics & Implementation in Wealth Management. The role focuses on delivering high‑quality portfolio analysis, investment proposal support, and portfolio implementation across the firm.

Collaborate with Advisors, Investment Team, Sales, and Client Service to translate objectives into actionable analysis and precise implementation instructions.