Client Portfolio Analyst
- Coordinate client communications related to portfolio positioning, risk, performance, and market commentary.
- Prepare presentations, periodic reports, and marketing materials for client and prospect meetings, as well as internal use.
- Address day‑to‑day client inquiries and respond to internal/external ad‑hoc requests relating to portfolio guidelines, performance, and compliance.
- Monitor and rebalance portfolios to ensure alignment with client mandates, investment guidelines, and product strategy.
- Conduct performance attribution and contribute to asset‑allocation insights and relative‑value assessments.
- Collaborate with internal teams to support onboarding, account transitions, and restructuring processes.
- Structure and execute individual and block trade programs for balanced portfolios when applicable.
- Maintain accurate client records, reporting deliverables, documentation, and CRM data.
- Support long‑term client‑relationship initiatives, meetings, and strategic projects.
- Communicate effectively with investment teams regarding cash flows, transactions, and portfolio activity.
- Bachelor's degree with strong academic performance.
- 2-5 years of relevant experience in investment management or financial services preferred.
- Strong communication skills and comfort working with senior‑level client interactions.
- Highly organized, detail‑oriented, proactive, and able to manage competing deadlines.
- Strong Excel skills; familiarity with performance attribution tools, CRM systems, and investment analytics preferred.
- Intellectual curiosity and enthusiasm for capital markets.
- Series 7 preferred or willingness to obtain.
FAQs
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