Key Private Bank Portfolio Analyst
Core
Design, construction, and ongoing management of investment portfolios aligned with established investment objectives, policies, and fiduciary standards.
Role type
Senior IC portfolio analyst (private banking)
Builds
Investment portfolios for private banking clients
Domain
Private banking / Wealth management
Required skills
Portfolio construction, Risk management, Regulatory compliance (Reg 9), Fiduciary standards, Investment strategy implementation, Reporting & analytics, Project management, Mentorship
Preferred skills
CFA designation, Master's degree, Less than 3 years experience (for junior role)
Technologies
Portfolio management tools, Book management tools, Reporting systems
Responsibilities
Construct, review, monitor, and adjust investment portfolios; Prepare and support reporting for client portfolios; Ensure compliance with internal policies and regulatory requirements; Provide guidance and mentorship to less experienced peers; Lead internal team discussions on portfolio governance.
Seniority
Senior, hands-on IC (3+ years required)