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Portfolio Manager

2 months ago

St Louis, Missouri, United States Westport One Full time
Portfolio Analyst Job Description

We are seeking a highly skilled Portfolio Analyst to join our team at Westport One. As a Portfolio Analyst, you will play a critical role in supporting our client-facing consultants with investment needs.

Key Responsibilities:

  • Support consultants with investment needs, including creating investment policies, asset allocation analyses, and investment manager searches.
  • Analyze and interpret investment performance, providing insights to clients and consultants.
  • Collaborate with consultants, analysts, client custodian banks, investment managers, and other departments to fulfill client requests and concerns.
  • Participate in select client meetings as needed, providing expert advice and guidance.

Requirements:

  • Bachelor's Degree in a relevant field, with a CFA preferred but not required.
  • At least 3 years of experience analyzing investments, meeting with clients, creating investment policies, and working with bank custodians and investment managers.
  • Excellent communication and interpersonal skills, with the ability to interact with HNW and UHNW clients.
  • Strong attention to detail and ability to work collaboratively in a team environment.

What We Offer:

  • A salaried position with bonus potential and great benefits.
  • Opportunities for professional growth and development in a dynamic and supportive environment.
  • Reimbursement for travel expenses.

How to Apply:

  • Submit your resume by clicking the "Apply Now" button on this page.
  • Email your resume in WORD format to [insert email address]. Please refer to job reference code NB/portfolioanalystSTL in the subject line.
  • No calls, please.