Portfolio Management Analyst

2 days ago

Independence, United States MAI Wealth Management, Inc. Full time
GENERAL JOB DESCRIPTION

The Portfolio Management Analyst will work closely and collaboratively with the investment team within the organization to support day-to-day asset management responsibilities. This includes owning the responsibility for collecting, managing and analyzing data to facilitate portfolio management functions such as rebalancing, managing liquidity, and reporting on performance, implementing investment strategies across client portfolios, and assisting with client presentations.

MAJOR DUTIES AND RESPONSIBILITIES
  • Perform portfolio rebalancing program in accordance with decisions made by Investment Committee.
  • Participate in team effort regarding rebalancing software best practices, education, training and maintenance.
  • Participates in Investment Committee meetings and contributes ideas to improve efficiency and effectiveness of the portfolio management process.
  • Place trades for portfolio rebalancing initiatives, periodic portfolio reviews and cash requests/contributions.
  • Execute client transactions and maintain trading records.
  • Manage daily processes across software, including updating and maintaining investment data, model portfolios, and client parameters.
  • Inform updates to investment strategy that will drive changes to the target model portfolios informed by thematic changes in the economic environment.
  • Assist with the maintenance of the security master, classifying assets into necessary categories within our portfolio management systems.
  • Serve as the primary reviewer of client performance and asset allocation reports, and research and resolve discrepancies as identified.
  • Adhere to required SEC compliance rules and manage compliance related tasks such as documenting deviations from policy, and effectuating and monitoring trade reconciliation processes.
  • Perform monthly trades for client dollar-cost-average programs and retirement account contributions.
  • Preparation of client presentations including standard Financial Reviews, Financial Plans, Needs Analysis, Retirement Funding, Educational Funding, Estate Planning etc., as needed.
  • Other projects as needed.
EXPERIENCE/CREDENTIALS
  • Four-year degree required; Finance, Accounting, Economics or related field a plus
  • Current designation holder of or candidate for Chartered Financial Analyst (CFA) highly preferred; or Certified Financial Planner (CFP) a plus.
  • One to three years' experience desired or, at a minimum, internship or co-op experience in a financial services related field.
  • Proficient with Microsoft Office Suite; strong Excel skills a must.
COMPETENCIES
  • Excellent verbal and written communication skills.
  • Excellent organization and project management skills with ability to prioritize appropriately.
  • Professional demeanor and client service focus.
  • High performing self-starter with the ability to work in a small team, fast-paced environment.
  • Organized, high attention to detail, and able to multitask.
  • Committed to excellence and have a willingness to go above and beyond.
  • Punctual, flexible and exceptionally trustworthy and dependable.
  • Takes initiative, ability to solve problems and make decisions independently.
  • Maintain absolute confidentiality of client information.
  • Demonstrate highest personal ethics and integrity.
FEATURED BENEFITS:
  • Discretionary Bonus
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k)
  • Health Savings Account
  • Paid Maternity Leave
  • Paid Parental Leave
  • Tuition Reimbursement

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