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Senior Portfolio Analyst

1 month ago

New York, United States The Goodkind Group, LLC Full time

Position: Senior Portfolio Analyst


Overview:

The firm is a full-service wealth management firm. They are currently seeking a quantitative, organized, detail-oriented individual who is highly motivated and enthusiastic about working with wealth management clients and their portfolios. The position includes a variety of research, trading, administrative, and client service responsibilities to maximize the efficiency and productivity of the team.


--> Experience in an RIA firm (Wealth Management) is required.

--> Experience with Ensemble Financial planning.


Responsibilities:

  • Build a strong understanding of the team’s investment philosophy and process.
  • Execute the firm’s investment research, analysis, and due diligence processes.
  • Assist in overseeing portfolio construction and rebalancing.
  • Monitor market trends and economic data to inform partners and support investment decisions.
  • Support and supervise trading operations and junior research analysts.
  • Prepare comprehensive reports and presentations for routine client reviews.
  • Communicate effectively with clients, both verbally and in writing, to explain investment strategies and address their questions and concerns.
  • Act as a strong team player and effectively communicate in all directions with leadership and colleagues.


Qualifications:

  • Bachelor’s degree in finance, economics, or a related field (CFA a plus).
  • 4-7 years of experience with an RIA firm (wealth management) is a MUST.
  • Experience supervising others.
  • Strong understanding of investment vehicles, asset allocation, and modern portfolio theory.
  • Experience with fixed income portfolios a plus.
  • Proficiency in financial modeling and portfolio management software (ex: Bloomberg).
  • Blaze Portfolio and Black Diamond software experience is a plus.
  • Excellent written and verbal communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
  • Ability to build rapport and develop trust with clients from diverse backgrounds.
  • Expert level skill with Excel and PowerPoint.
  • Time management skills and the ability to prioritize tasks in a fast-paced environment.


For immediate consideration, send resume to fmarzi@thegoodkindgroup.com with "Sr. Portfolio Analyst" in the subject line.


All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


Outstanding Benefits that includes Medical, Dental Vision, 401k & more.