Investment Portfolio Associate

About the role

Under direct supervision, you will assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. You will provide professional support to Financial Advisors by preparing industry and company research.

Responsibilities

• Collects fundamental research on related companies as requested by Financial Advisors.
• Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
• Aids in preparation of written industry and company specific reports.
• Aids in development of financial models for revenue and income forecasts.
• Aids in research and analytics used in Investment Strategy white papers for Financial Advisors.
• Aids in preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.
• Might participate in client meetings to identify client goals and tolerances.
• Aids in developing individualized client investment strategy for Financial Advisor.
• Responds to inquiries from Financial Advisors to research and resolve issues.
• Presents customized written industry and company specific reports upon request to Financial Advisor.
• Aids in development of financial models to forecast team revenue and income.
• Aids in preparation of scheduled and ad hoc performance reports.
• Maintains checklists for tracking periodic investment managers’ reviews by third party and independent investment manager searches.
• Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients.
• Interfaces effectively with all levels of staff in managing portfolios.
• Completes ad hoc projects and reports as assigned.

Requirements

• Knowledge of software necessary for portfolio analysis.
• Investment concepts, practices and procedures used in the industry.
• Principles of estate planning, trusts and securities industry operations.
• Financial markets and products.
• Effectively managing client relationships.
• Strategic planning as part of client retention focus.
• Gathering and compiling information and data.
• Preparing and delivering written and oral presentations.
• Operating standard office equipment and using required software applications.
• Complete job duties independently, with little supervision.
• Partner with other functional areas to accomplish objectives.
• Communicate effectively, both orally and in writing.
• Provide a high level of service.
• Establish and maintain effective working relationships at all organizational levels.
• Participate in professional organizations and activities.
• Maintain currency in industry services and products.
• Manage multiple tasks with changing priorities to meet deadlines and goals in a fast-paced environment.

Qualifications

• Bachelor’s Degree (B.A.) in related field with a minimum of two (2) years of experience in financial services environment with an emphasis on conducting market research and analysis, or any equivalent combination of education, experience and/or training approved by Human Resources.

Skills

• Skill in Effectively managing client relationships.
• Strategic planning as part of client retention focus.
• Gathering and compiling information and data.
• Preparing and delivering written and oral presentations.
• Operating standard office equipment and using required software applications.
• Complete job duties independently, with little supervision.
• Partner with other functional areas to accomplish objectives.
• Communicate effectively, both orally and in writing.
• Provide a high level of service.
• Establish and maintain effective working relationships at all organizational levels.
• Participate in professional organizations and activities.
• Maintain currency in industry services and products.
• Manage multiple tasks with changing priorities to meet deadlines and goals in a fast-paced environment.

Benefits

• Total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
• This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

Pay

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Schedule

Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.