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.
Implement investment strategies across private client portfolios, ensuring accuracy and efficiency while incorporating client-specific requirements like tax considerations.
Compensation
Base Salary Range: $ 95,000 - $105,000.
Responsibilities
Implement investment decisions across individual equity portfolios
Monitor portfolio positioning, trade execution, cash levels, and compliance with client-specific investment guidelines
Manage client requests and portfolio events throughout the account lifecycle
Support a high volume of portfolio activity and client specific requests
Participate in projects focused on portfolio implementation, new and evolving investment capabilities, technology and automation, scalability, and process improvement
Requirements
Bachelor’s degree in business, finance, economics, mathematics, computer science, engineering, liberal arts, or a related field
Lead and continuously improve the operational capability supporting the DFM business, ensuring accurate implementation of portfolio decisions and driving process improvement.
Responsibilities
Own end-to-end implementation of approved portfolio changes, rebalances, transitions and new model portfolios across investment platforms.
Manage platform and service-provider relationships, including portfolio setup, fund availability, issue resolution and service standards.
Currency Management Portfolio Manager, Assistant Vice PresidentState Street · Sydney, Australia+2 more