Portfolio Evaluation Analyst
Core
Evaluate clients' investment objectives and financial situations to deliver optimal asset allocation and portfolio benchmark recommendations, serving as a key extension of the Investment Policy Committee.
Role type
Senior IC portfolio evaluation analyst
Builds
Bespoke portfolio strategies and tailored solutions for high-net-worth clients
Domain
Wealth management / Financial planning
Required skills
Portfolio management, Asset allocation, Financial planning, Client service, Investment strategy, Tax planning, Estate planning, Liquidity management, Concentrated position management, Alternative holdings assessment
Preferred skills
Series 65 license, Consultative experience in financial services
Technologies
None stated
Responsibilities
Evaluate clients' investment objectives and overall financial situation to deliver optimal asset allocation and portfolio benchmark recommendations; Partner closely with Investment Counselors to help them navigate clients through complex portfolio management questions; Develop and review specialized, tailored solutions for clients and prospects with unique financial, tax, estate, or liquidity needs; Design bespoke portfolio strategies for high-net-worth clients, addressing concentrated positions, tax-efficient transitions, legacy planning, or other advanced considerations; Assess the suitability of clients' and prospective clients' outside annuities or alternative holdings in the context of their broader financial picture; Occasionally engage directly with clients on portfolio evaluation topics to support Investment Counselors and strengthen client relationships
