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Associate Client Portfolio Analyst – manage client assets, analyze risk, and drive ROI for Clark Capital in Philadelphia.
Hybrid role: collaborate with investment team, handle due diligence, and support clients – 13‑24 months experience required.
Job Description Summary
Manage client assets, prepare risk analyses, and generate financial reports. Monitor asset performance, develop strategies to increase ROI and minimize risk, research market trends, and collaborate with the asset management team, analysts, and senior executives.
Job Description
Clark Capital is seeking an Associate Client Portfolio Analyst who will engage with Clark Capital's Investment Team to understand and effectively represent the firm's investment philosophy and process. This is combined with an ability to analyze client portfolios and make determinations about how a Clark Capital portfolio could add value. The ideal candidate demonstrates adaptability and creativity in order to help shape an evolving and dynamic endeavor.
Direct relevant input to various analysis software to determine weaknesses and strengths
Examine analysis reports and synthesize into incisive commentary
Convey updates and insights about Clark Capital investments to the sales team in an ongoing and timely manner
Engage with advisors and/or clients to address investment concerns or questions
Due diligence questionnaire/RFP assistance
Ensure compliance with industry and legal regulations and best practices, and adherence to company processes and procedures
Maintain knowledge in developing trends and technologies in the industry
Perform other duties as required
Qualifications
Ability to manage challenging workflow and meet deadlines
Strong presentation, writing and interpersonal skills with the ability to communicate difficult portfolio concepts to diverse audiences with varying degrees of investment expertise and the ability to discern and adapt to that level of investment sophistication
Organizational proficiency in order to manage a high volume of opportunities and tasks
Comfort working in a fast-paced, dynamic marketplace
Ability to problem-solve and take initiative
Experience or aptitude for working with FactSet, Bloomberg, Morningstar, Excel, PowerPoint and Adobe and the ability to learn and master internal technologies and programs
College degree preferred
Education
Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: Finance
Work Experience
General Experience - 13 months to 3 years
Certifications
Travel
Less than 25%
Workstyle
Hybrid
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.
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.
Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- • Grow professionally and inspire others to do the same
- • Work with and through others to achieve desired outcomes
- • Make prompt, pragmatic choices and act with the client in mind
- • Take ownership and hold themselves and others accountable for delivering results that matter
- • Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.
The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.