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
Custom portfolio solutions, asset allocation plans, and transition management strategies for High AUM clients
Domain
Wealth management / Investment advisory
Required skills
Portfolio management, Investment strategy, Asset allocation, Tax-aware portfolio solutioning, Portfolio optimization software (Axioma), Multi-year tax analysis, Client communication, Stakeholder alignment, Complex case management, Risk profiling
Preferred skills
High net worth client experience, Series 65 Certification
Technologies
Axioma
Responsibilities
Lead comprehensive evaluation of HAUM client investment objectives and constraints; Act as primary PMG coordinator for complex HAUM client cases; Design and implement advanced portfolio allocation and transition management plans; Apply proficiency in Axioma and multi-year tax analysis to synthesize complex inputs; Communicate directly with clients to present and strengthen recommendations; Provide direction for non-standard projects and ad hoc analyses