Overview
A financial services organization is seeking candidates for a full-time, remote Analyst/Sr. Analyst, Trading position. This role involves managing and maintaining internal asset allocation model portfolios and equity SMA strategies across client accounts. The primary responsibilities include implementing portfolios, monitoring portfolio drift and cash needs, ensuring model alignment, and coordinating rebalancing activities to maintain high standards of portfolio management.
The ideal candidate will have strong analytical and organizational skills, attention to detail, and a solid understanding of portfolio management concepts and investment operations. Collaboration with internal teams to keep portfolios aligned with model objectives and to drive process improvements and operational scalability is essential.
Responsibilities
- Manage and maintain internal asset allocation model portfolios and equity SMA strategies across multiple client accounts
- Monitor client portfolios for model drift, cash needs, and allocation tolerance thresholds
- Initiate and execute portfolio rebalancing activities to maintain alignment with assigned models
- Oversee the implementation of new accounts into model portfolios and investment strategies
- Monitor portfolio activity to ensure adherence to investment guidelines and model objectives
- Coordinate with trading, operations, and wealth teams to support portfolio maintenance and workflow efficiencies
- Maintain and update accurate portfolio, account, and model data within portfolio management and trading systems
- Provide operational oversight for UMAs and custodial platforms, including Fidelity, Schwab, and Pershing
- Identify and implement opportunities for workflow improvement, automation, scalability, and operational efficiency within portfolio management
- Support the ongoing development and enhancement of internal portfolio management processes and procedures
- Develop advanced expertise in portfolio management systems and tools used across the organization
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related business field (preferred)
- Minimum of 2 years’ experience in portfolio management, trading operations, investment management, or a similar field
- Series 65 license preferred; required for advanced positions
- Experience with portfolio management, rebalancing, or trading systems (preferred)
- Familiarity with trading/rebalancing tools, UMA platforms, and custodial platforms such as Fidelity, Schwab, and Pershing (preferred)
Knowledge, Skills, and Abilities
- Deep understanding of portfolio management and investment concepts
- Excellent analytical and problem-solving abilities
- Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
- Independent and self-motivated with minimal supervision required
- Effective organizational and time management skills with a sense of urgency
- Strong technical aptitude and ability to quickly master new systems and technologies
- Advanced proficiency in Microsoft Excel and experience analyzing large data sets
- Critical thinking skills and sound decision-making abilities
- Strong written and verbal communication skills
- Collaborative approach to working with internal stakeholders and cross-functional teams
- High level of professionalism and commitment to operational accuracy and consistency
Compensation & Benefits
- Salary range: $51,000 - $106,000
Location
Equal Opportunity Employer (M/F/D/V)