Senior Portfolio Construction Analyst
Core
Implement recommended investment strategies and manage client portfolios including cash, equities, fixed income, and private investments while acting as a liaison with relationship managers.
Role type
Senior Portfolio Construction Analyst
Builds
Client investment portfolios aligned with Investment Policy Statements (IPS)
Domain
Wealth Management / Asset Management
Required skills
Portfolio implementation, Equity trading, Fixed income trading, Cash management, Tax loss harvesting, Variance checks, Trade block review, Account coding, Rebalancing
Preferred skills
Charles River experience
Technologies
Excel, PowerPoint
Responsibilities
Implement equity strategies across accounts based on account-level coding and client restrictions; Perform variance checks on SMA trades to ensure proper execution; Manage discretionary cash from subscriptions, redemptions, and withdrawals; Rebalance accounts to align with IPS in a tax-efficient manner; Review account codings and restriction requests for alignment with investment objectives.
Seniority
Senior, hands-on IC