Analyst, Managed Accounts Portfolio Services Group
Core
Analyst supporting the Managed Accounts Portfolio Services team with investment research, due diligence, portfolio construction, and client communication.
Role type
Analyst, Managed Accounts Portfolio Services
Builds
Investment research, portfolio commentary, and client-facing materials for wealth management clients.
Domain
Wealth Management / Asset Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Investment product knowledge (equities, fixed income, alternatives), portfolio construction, investment due diligence, regulatory compliance (KYC), financial analysis, data visualization
Preferred skills
CFA/BMA/CIM designation, Python programming, advanced Excel/PPT
Technologies
Bloomberg, Morningstar, Microsoft Excel, PowerPoint
Responsibilities
Build and maintain expert-level investment research on client holdings; conduct product due diligence and KYC documentation; analyze portfolio performance and risk drivers; prepare investment presentations and commentary for clients; support relationship managers with ad hoc inquiries and market intelligence.
Seniority
Mid-level IC (3+ years experience)
