Senior Portfolio Evaluation Analyst
Core
Deliver custom portfolio solutions and tailored asset allocation strategies for High AUM clients with complex financial situations.
Role type
Senior IC portfolio evaluation analyst
Builds
Customized portfolio strategies, transition management plans, and tax-aware investment solutions
Domain
Wealth management / High Net Worth Investment
Required skills
Portfolio management, asset allocation, tax analysis, stakeholder coordination, client presentation, financial planning
Preferred skills
High Net Worth client experience, Series 65 certification
Technologies
Axioma
Responsibilities
Lead comprehensive evaluation of HAUM client investment objectives and constraints; Design and implement advanced portfolio allocation and transition management plans; Communicate directly with clients to present and strengthen recommendations; Provide direction for non-standard projects and complex casework
Seniority
Senior, hands-on IC
