Portfolio Analyst
- Support the delivery and management of centralized portfolio solutions within the firm's goals-based investment framework.
- Maintain portfolio management and trading system databases to ensure accuracy and consistency with approved model portfolio constituents.
- Monitor and report on model adoption, asset ownership, and portfolio strategy implementation across the firm's book of business.
- Analyze accounts for model eligibility and assess potential capital gain and loss impacts associated with model adoption.
- Partner with Investment Advisors to facilitate model adoption, including documentation and implementation processes.
- Assist in the execution of tactical asset allocation shifts, portfolio rebalances, and strategic investment changes directed by the Investment Research & Strategy team.
- Develop expertise in portfolio trading and management platforms to enhance implementation efficiency and scalability.
- Support optimization of portfolio management technology, workflows, and system capabilities.
- Execute account-level transactions when necessary to support broader portfolio management objectives.
- Support the work of the Investment Research & Strategy team across asset classes and investment disciplines.
- Serve as secretary for one or more investment working groups, documenting discussions, decisions, and action items.
- Participate in research and strategy initiatives by preparing reports, gathering data, and conducting directed analysis under the supervision of senior investment professionals.
- Assist in monitoring portfolio implementation, investment exposures, and strategy effectiveness.
- Serve as a resource for reporting requests, system support questions, and operational issues related to portfolio management and trading platforms.
- Produce standard and ad hoc reports related to models, asset allocation, portfolio holdings, and implementation activity.
- Identify opportunities to improve reporting processes, data integrity, and operational efficiencies.
- Support ongoing enhancements to investment systems and technology platforms.
Minimum Qualification
- Bachelor's degree in Finance, Economics, Business Administration, or a related field preferred.
- Series 65 license required or the ability to successfully pass the Series 65 examination within three (3) months of hire.
- General knowledge of investment markets, portfolio management, asset allocation, and investment research concepts.
- Strong analytical, quantitative, and problem-solving skills.
- Advanced proficiency in Microsoft Excel and proficiency in Microsoft Word and Outlook.
- Experience with portfolio accounting, trust accounting, trading, or investment management systems preferred.
- Experience with Orion Eclipse and related portfolio management platforms is highly preferred.
- Strong organizational skills with the ability to manage multiple priorities and deadlines.
- Ability to work collaboratively across teams and communicate effectively with investment professionals and advisors.
- Demonstrated interest in investment research, portfolio construction, and institutional portfolio management.
$64,491.00 - $105,949.50 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [email protected]. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Recommended Jobs
Software Engineer
Description Compunetix is a leading manufacturer of sophisticated electronics, delivering the communication industry’s largest worldwide deployment of digital collaboration platforms. We’re the le…
CDL A LOCAL TRUCK DRIVING POSITION Grocery ACCOUNT! 10 lk sign on
LOCAL FOOD ACCOUNT! HOME DAILY! NIGHTS FRIDAY / SATURDAYS OFF Dedicated / average 1,700 miles weekly / HOME DAILY 10 k sign on bonus! Mark 8016381951 to apply Job Details: Av…
Electronics Manufacturing Programmer
Quintech Electronics and Communications, Inc. is seeking a Surface Mount Technology (SMT) Programmer whose main responsibilities will include creating, updating and maintaining SMT programs includin…
In Home Caregiver
Job Description Job Description We are seeking a caring, respectful, and dependable caregiver to provide support for a veteran in Nottingham, PA on Wednesday 9:00AM to 3:00PM, Saturdays from 9:…
News Photographer
Job Description WHP is looking for a creative full-time News Photographer! We are seeking someone who can see beyond the lens and bring back compelling stories. The candidate should have 2 of ENG …
Senior Manager, Social Media Strategy and Content
We’re looking for a seasoned social media professional who can develop smart strategies, create compelling social media content and build engaged communities for B2B and B2C brands. This individual w…
Business Development Manager
CapsLock builds long-term marketing solutions for large partners. We don’t just run ads - we become a permanent marketing partner for our clients. For years our core market was home services and hom…
Director of Operations
Position Summary We are seeking a dynamic and experienced Director of Operations to provide executive-level leadership across our restaurant portfolio. This is a high-impact role responsible for dri…
Part-Time Facilities Technician
Benefits: 401(k) 401(k) matching Company Overview Easy Mile Fitness is a multi-unit franchisee of Planet Fitness health clubs located throughout the Southeast, owning & operating +40 Pla…
Caregiver
Job Description Job Description Benefits & Perks: Flexible Scheduling Competitive Compensation Career Advancement Opportunities Job Summary: We are seeking dedicated Caregiver…