Investment Portfolio Specialist
Core
Provides portfolio support to Wealth Asset Management lines by executing trading decisions, implementing investment strategies, and managing client account transactions.
Role type
Investment Portfolio Specialist
Builds
Client investment portfolios across multiple business lines
Domain
Wealth Management / Asset Management
Required skills
Asset allocation, trading execution, performance reporting, compliance monitoring, database management, security selection, regulatory knowledge, financial analysis
Preferred skills
Knowledge of Morningstar Direct, Factset, or Bloomberg, understanding of trusts and investment products, critical thinking
Technologies
Morningstar Direct, Factset, Bloomberg, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Implement investment strategy decisions across multiple lines of business, invest client accounts according to risk tolerance and strategy, decide securities to buy or sell for withdrawals, contributions, or tax harvesting, analyze portfolios using financial software, maintain databases for asset retention and new business development, execute trades with equity and fixed income traders, monitor and correct account exceptions with compliance teams
Seniority
Entry-level, individual contributor
