Portfolio Analyst

3 weeks ago

Berwyn, United States WSFS Bank Full time

Job Description
- At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more. We are the premiere, locally headquartered bank and wealth management company in the region and are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose.- The Portfolio Analyst will principally provide support to the Fixed Income Research team and will provide support to Investment Advisors in the management of their client books. This position is a part of the Investment Strategy and Solutions area of Bryn Mawr Capital Management. This group is the investment research team, responsible for Equity Research, Fixed Income Research, Macroeconomic analysis, Asset Allocation, Portfolio Construction, and Trading.- Job Responsibilities:
- Directly support Investment Advisors on one or more advisory teams.
- Monitor asset allocation, security selection and liquidity needs of clients to ensure that portfolios are managed in accordance with investment policy statements and client preferences.
- Work with Investment Advisers to resolve compliance issues and ensure consistency with approved BMT strategies and policies.
- Analyze accounts for model eligibility and work with Investment Advisers to assess capital gain/loss implications.
- Run and own the model adoption process by helping Investment Advisers complete model adoption documentation.
- Place account specific trades where appropriate.
- Understand capital gain and loss implications.
- Proactively monitor overdrafts for Investment Advisers.
- Analyze account holdings and suggest sales to raise cash, as needed.
- Coordinate client meetings for Investment Advisers and assist in meeting preparation including pulling and reviewing client performance reports.
- Assemble packets for client meetings and customize them to the individual Investment Adviser’s needs.
- Meet with and respond to clients under the direction of Investment Advisors.
- Act as a “go to” team member for reporting needs, system support questions and issues.
- Minimum Qualifications:
- Bachelors degree in business administration, finance or a business-related major is preferred.
- Must have proficiency in Microsoft Outlook, Microsoft Word and Excel are a must, as is basic numeracy.
- Must have experience with a trust accounting and/or investment system.
- Must be able to juggle priorities, be organized and have an adjustable social style.
- Must have general knowledge of investment markets and trust administration.
- Must have knowledge of securities processing and clearing.
- Must have knowledge of trust & accounting systems.
- Must have knowledge of investment and performance management systems and technology.
- Must have the ability to complete assigned tasks efficiently and accurately.
- Must be able to work both independently and in a team environment
- Must have outstanding verbal and written skills.
- Must have strong interpersonal skills that allow for interaction and cooperation with all levels, both internally and externally.
- Must have strong organizational skills and ability to multi-task and meet deadlines.

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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