Portfolio Analyst

Location
Woodcliff Lake, New Jersey
Salary
Competitive base salary with bonus tied to job performance and other metrics. Full benefits package.
Posted
05 Jun 2022
Closes
04 Aug 2022
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

Based out of Woodcliff Lake, Bergen County, NJ: 

 

- prepare and present weekly model portfolio updates and suggestions for Investment Committee 

- oversee client portfolio rebalancing and tax management at the direction of the Investment Committee 

- build and manage investment grade corporate, tax-exempt municipal, and taxable municipal bond ladders on behalf of firm clients. Work with Trading Desk and other parties to facilitate transactions. 

- provide portfolio analysis solutions to advisors seeking to onboard new business. Includes detailed analysis of the client’s current allocation compared to risk-appropriate Firm model portfolios and the ability to provide and implement a detailed transition strategy for the onboarding process. 

- prepare biweekly market commentary to update advisors on key economic trends and portfolio model updates. 

- prepare monthly market commentary for distribution to Firm clients and prospects on key economic trends (but not portfolio updates) 

- interface directly with clients and client relationship manager during the onboarding and periodic review processes

 

Prerequisites: 

 

- CFA (charter holder)

- Series 7

- Series 66 

- Proficiency with Bloomberg and/or FactSet 

- Envestnet experience preferable but not required 

- 4+ years of relevant industry experience 

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