Portfolio Analyst

As a Portfolio Analyst, you will be instrumental in implementing and optimizing the firm's investment strategies and model portfolios. This role focuses on maintaining critical portfolio management systems, supporting model adoption, and driving operational efficiency through technology. You will gain significant exposure to investment research, portfolio construction, and strategy implementation 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
• Prepare reports and conduct analysis for investment research and strategy

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.