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Portfolio Analyst

The role of the Portfolio Analyst includes: model analysis, portfolio decision-making, trade preparation, trading, portfolio reporting, performance attribution, monitoring portfolio performance and exposures, and utilizing portfolio management software. An in depth understanding of security valuation, portfolio management concepts, and experience in trading securities is required. The Portfolio Analyst will act independently within established investment policy guidelines and assist in the construction and maintenance of models and portfolios.


  • Assist with portfolio construction and maintenance
  • Portfolio Modeling
  • Trading
  • Ad hoc investment and research projects
  • Assist with monthly portfolio surveillance
  • Deliver effective and concise written and verbal communication to financial advisors, internal departments, clients, prospects, and firm leaders
  • Work in partnership to support internal departments and committees in making better informed investment decisions consistent with the firm's long-term strategy
  • Maintain a deep understanding of the global capital markets while providing ideas for new strategies
  • Contribute towards thought leadership for internal and external distribution
  • Ensure compliance with FINRA, SEC, and other governing entities
  • Maintain technical competence by keeping up to date on industry developments and technical authorities
  • Perform other job-related duties as assigned

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