Portfolio Analyst & Special Projects responsible for portfolio oversight, trading execution, investment strategy support, portfolio analysis, and leading strategic projects across investments, financial planning, operations, and business management.
Responsibilities
Assist in managing diversified investment portfolios through execution of investment decisions, trade execution, and ongoing portfolio monitoring.
Serve as a portfolio manager on select client relationships, conducting portfolio reviews and partnering with Wealth Advisors to provide investment recommendations and support client meetings.
Prepare client-facing performance reports and ad hoc portfolio analyses.
Investment specialist responsible for assisting with bringing the client's financial plan to life through investments and ensuring alignment with the client's goals and expectations.
Locations (2)
Tempe, Arizona, United States
St. Louis, Missouri, United States
Responsibilities
Partner with and support branch teams as a Home Office investment specialist to deliver high-quality Advice, Planning, Products, and Services (APPS)
Provide support across the client journey including tailored investment advice and strategies, portfolio analysis and construction, and implementation
Assist with branch team and client interactions to identify resources
Build and maintain an understanding of industry trends, competitors, and regulatory changes
Support the team’s Client Portfolio Managers in representing its investment strategies to clients, prospects and internal partners, turning market developments, portfolio positioning, performance attribution and investment research into clear, accurate and engaging client communications.
Responsibilities
Build a strong understanding of the team’s investment approach, portfolios, positioning, risks, performance drivers and outlook, using portfolio and market analysis to identify clear client insights
Prepare tailored presentations, briefing materials and follow-up content for client and prospect meetings, consultant reviews, roadshows and conferences
Partner with Client Portfolio Managers and the investment team to produce clear, consistent investment messaging, commentary and thought leadership
Support Distribution and coordinate with Product, Marketing, Legal and Compliance on client opportunities, timely approvals and content or process-improvement projects
Requirements
Undergraduate degree, preferably in finance, economics, business or a related discipline
Nice to have: Exposure to Asia or emerging markets
Mid‑career domain specialist embedded in Bridgenext's financial services practice, focused on the US wealth management space.
Responsibilities
Domain Support in Pre‑Sales: Participate in discovery calls, RFP responses, and solution workshops — contribute functional knowledge of US wealth operations to shape proposals and demos.
Requirements & Functional Design: Lead business requirements gathering, write functional specs, map current‑state vs. future‑state workflows for wealth clients (onboarding, portfolio management, reporting, compliance).
Platform Knowledge: Bring working knowledge of US wealth platforms — Tamarac (CRM, rebalancing, reporting), Salesforce FSC, Orion, Advent/APX — to inform solution design and integration strategy.
Data Analysis & Documentation: Support data‑related workstreams — help define data models, map data flows between custodians/platforms/reporting tools, document data quality issues and governance gaps.
Client Interaction: Participate in and occasionally lead client workshops, UAT reviews, and business process walkthroughs with client stakeholders.
Requirements
Nice to have: Tamarac implementations or migrations
Nice to have: Salesforce FSC configuration or functional consulting
Nice to have: Custodial data feeds and integration patterns (Plaid, Yodlee, MX)
Nice to have: Regulatory reporting (GIPS, Form ADV, 13F)
M
Senior Analyst, Institutional Client Service
Mackenzie Financial Corporation · Posted Nov 11, 2026
Multi-faceted position supporting institutional client relationships across onboarding, ongoing servicing, and sales enablement.
Compensation
The expected annual base salary range for this role is $72,500- $91,000 which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.
Responsibilities
Serve as a primary internal point of contact for an assigned group of institutional client portfolios, responding to inquiries and service requests (e.g., contributions, withdrawals, reporting requests, audits, contract amendments)
Lead and manage client onboarding and account lifecycle activities, including IMAs, guidelines, and KYC/AML requirements
Coordinate with internal and external stakeholders to ensure smooth onboarding, transitions, and account closures
Prepare, review and deliver client reporting and deliverables (monthly, quarterly, annual), ensuring accuracy and timeliness
Customize client materials and presentations for client meetings
Requirements
Post-secondary degree in business, finance, or a related field
Nice to have: Chartered Financial Analyst (CFA) designation
Nice to have: Chartered Investment Manager (CIM) designation
Nice to have: Salesforce proficiency
Nice to have: eVestment experience
Skills
Associate Portfolio Strategist
Rockefeller Capital Management · Posted Nov 12, 2024
Support the Equity Strategies team in portfolio management, thematic investing initiatives, client portfolio analysis, and investment communications.
Compensation
The anticipated base salary range for this role is $85,000 to $110,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus.
Responsibilities
Monitor model portfolios and investment strategies
Track model portfolio performance, attribution, and risk metrics
Prepare portfolio reviews and investment committee materials
Maintain model portfolio holdings and watch lists
Conduct analysis on individual securities, sectors, and thematic investment opportunities
Requirements
Bachelor's degree in Finance, Economics, Accounting, Business, or related field
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