Client Portfolio Analyst, Clark Capital
Core
Analyze client portfolios, synthesize investment insights, and support the sales team with data-driven commentary on Clark Capital's investment philosophy.
Role type
Client Portfolio Analyst
Builds
Client portfolio analysis reports and investment insights for sales teams
Domain
Asset Management / Wealth Management
Deliverable
dashboards & analysis
Required skills
Portfolio analysis, data synthesis, presentation skills, writing, problem-solving, initiative, adaptability
Preferred skills
Experience with FactSet, Bloomberg, Morningstar, Excel, PowerPoint, Adobe
Technologies
FactSet, Bloomberg, Morningstar, Excel, PowerPoint, Adobe
Responsibilities
Intake prospective client portfolios for review and analysis, Direct relevant input to various analysis software to determine weaknesses and strengths, Examine analysis reports and synthesize into incisive commentary, Convey updates and insights about Clark Capital investments to the sales team, Engage with advisors and/or clients to address investment concerns or questions, Assist with due diligence questionnaire/RFP
Seniority
Junior to Mid-level, hands-on IC