Wealth Portfolio Management Analyst I
Core
Analyze portfolio performance and holdings to ensure accounts adhere to strategic objectives, compile data for investment recommendations, and trade securities to maintain target asset allocations.
Role type
Wealth Portfolio Management Analyst I
Builds
Client investment portfolios
Domain
Banking / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio performance analysis, Security trading, Cash flow reconciliation, Data compilation and presentation, Financial market understanding, Macro economics knowledge
Preferred skills
FactSet proficiency, Bloomberg proficiency, Trading applications proficiency
Responsibilities
Compile and present portfolio data to make investment recommendations to portfolio managers, Trade securities to ensure portfolios maintain target asset allocations, Reconcile cash flows and transaction settlement to ensure the accurate management of client portfolios
