Senior Investment Portfolio Specialist
Core
Supports Wealth Asset Management lines by executing portfolio management, strategy implementation, trading, and performance reporting for client accounts.
Role type
Senior Investment Portfolio Specialist
Builds
Client investment portfolios aligned with risk tolerance and strategy
Domain
Wealth Asset Management / Investment Banking
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio management, asset allocation, trading execution, performance attribution analysis, tax harvesting, compliance monitoring, process improvement, database management
Preferred skills
Proxy voting, corporate actions analysis, vendor management, soft dollar analysis
Technologies
Morningstar Direct, Factset, Bloomberg, Microsoft Excel, PowerPoint
Responsibilities
Implement investment strategy decisions across lines of business, invest client accounts based on risk tolerance, recommend specific investments per Prudent Investor Rule, analyze portfolios using financial software, collaborate with traders for trade entry and reporting, develop reports for client retention, monitor account exceptions, lead process improvement projects
Seniority
Senior, hands-on IC
