Associate Client Portfolio Analyst, Clark Capital
Core
Manage client assets, prepare risk analyses, generate financial reports, and monitor asset performance to increase ROI and minimize risk.
Role type
Associate Client Portfolio Analyst
Builds
Client portfolio reports and risk analyses for investment advisors and clients
Domain
Asset Management / Wealth Management
Deliverable
dashboards & analysis
Required skills
Financial analysis, Risk assessment, Portfolio management, Market research, Regulatory compliance, Data synthesis
Preferred skills
Adaptability, Creativity, Problem-solving, Initiative
Technologies
FactSet, Bloomberg, Morningstar, Excel, PowerPoint, Adobe
Responsibilities
Direct input to analysis software to determine portfolio strengths and weaknesses; Examine analysis reports and synthesize incisive commentary; Convey investment updates and insights to the sales team; Engage with advisors and clients to address investment concerns; Assist with due diligence questionnaires and RFPs; Ensure compliance with industry regulations and company procedures.
Seniority
Junior, hands-on IC