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Senior Specialist, IWM Portfolio Analyst – located in Philadelphia, PA, focusing on portfolio analysis.
Impactful role supporting domestic and international portfolio management and investment reporting.
Senior Specialist, IWM Portfolio Analyst
We’re seeking a future team member for the role of Senior Specialist, IWM portfolio Analyst to join our Wealth Management team. This role is located in Philadelphia, PA.
In this role, you’ll make an impact in the following ways:
- Assist Portfolio Managers with more complex aspects of managing domestic and international portfolios.
- Calculate the impact of strategy changes on portfolios and assess the suitability of proposed transactions.
- Prepare trades, monitor clearing compliance notifications, and support investment reporting and analytics for assigned investment teams.
- Interpret performance attribution and tracking error reports, generate portfolio analytics, and support marketing and client service teams with data requests.
- Conduct detailed portfolio analysis and prepare reports that support informed business decisions.
- May conduct research related to potential business profitability.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience is required.
- MBA and/or CFA preferred.
- 3-5 years of prior financial/investment experience.
- Strong analytical skills with the ability to interpret investment data and portfolio reporting.
- Ability to work closely with Portfolio Managers and support internal teams with accurate, timely information.