Senior Portfolio Analytics & Implementation Lead
Advisorgroup
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Job summary
Osaic Careers in Falls Church area seeks a Senior Analyst for Portfolio Analytics & Implementation to deliver high-quality portfolio analysis and support investment proposals. The role partners with Advisors, the Investment Team, Sales, and Client Service to translate objectives into actionable analysis and accurate implementation instructions.
The Senior Analyst will be a hands-on resource for YCharts, Black Diamond, and related platforms, helping to execute standardized workflows for portfolio
Qualifications
- 7+ years of experience in wealth management or portfolio analytics.
- Strong understanding of asset allocation and portfolio construction.
- Advanced Excel skills and data analysis abilities.
- Experience with portfolio models and performance reporting.
- Ability to manage multiple priorities and meet deadlines.
Responsibilities
- Support Advisors and Sales on new business opportunities and portfolio reviews.
- Analyze portfolios across allocation, diversification, strategy, risk, and performance.
- Prepare investment proposals, portfolio comparisons, and client materials.
- Translate client objectives into portfolio strategies and targets.
- Lead portfolio analytics and workflow improvements across teams.
- Coordinate with Advisors, Client Service, Investment, and Operations to finalize configurations.
- Provide clear handoffs to the Trading Team and resolve post-handoff questions.
- Create concise tear sheets and investment analyses for client meetings.
Skills
Education
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Job description
Osaic Careers in Falls Church area seeks a Senior Analyst for Portfolio Analytics & Implementation to deliver high-quality portfolio analysis and support investment proposals. The role partners with Advisors, the Investment Team, Sales, and Client Service to translate objectives into actionable analysis and accurate implementation instructions.
The Senior Analyst will be a hands-on resource for YCharts, Black Diamond, and related platforms, helping to execute standardized workflows for portfolio
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