KPB Senior/Junior Portfolio Analyst
Core
Design, construction, and ongoing management of investment portfolios aligned with established investment objectives, policies, and fiduciary standards.
Role type
Senior/Junior Portfolio Analyst
Builds
Investment portfolios for clients and internal strategies
Domain
Wealth Management / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio construction, risk management, regulatory compliance (Reg 9), project management, fiduciary framework adherence, reporting accuracy, investment strategy implementation
Preferred skills
CFA designation, Master's Degree, mentorship of junior staff
Technologies
Portfolio management tools, book management tools, reporting software
Responsibilities
Prepare and review client portfolio reporting and analytics; Construct, monitor, and adjust investment portfolios per guidelines; Ensure compliance with internal policies and regulatory requirements; Provide guidance and technical support to less experienced peers; Lead discussions on portfolio governance and process improvement.
Seniority
Senior/Junior, hands-on IC with potential mentorship duties
