Portfolio Analyst

As a Portfolio Analyst at Bryn Mawr Trust, a WSFS Company, you will be instrumental in implementing and optimizing the firm's investment strategies and model portfolios. This role focuses on centralized portfolio oversight and management systems, offering significant exposure to investment research, portfolio construction, and strategy execution within a collaborative team environment.

• Support the implementation and management of centralized portfolio solutions
• Maintain and optimize portfolio management and trading systems
• Monitor model adoption and strategy implementation across client accounts
• Analyze accounts for model eligibility and impact
• Assist in executing tactical asset allocation and rebalancing
• Develop expertise in portfolio trading and management platforms

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.