Portfolio Analyst
- Employer
- International Planning Alliance, LLC
- Location
- Woodcliff Lake, New Jersey
- Salary
- Competitive base salary with bonus tied to job performance and other metrics. Full benefits package.
- Closing date
- Aug 4, 2022
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- Job Function
- Multimanager Strategies, Operations, Performance Analysis, Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset, Relationship Management, Trading, Wealth Management
- Industry Sector
- Insurance, Private Wealth Management Firm
- Certifications
- CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
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
Company
Privately owned financial services firm with expertise in insurance and risk management, wealth management, retirement, business continuity, and estate planning.
- Website
- http://www.planningalliance.com/
- Telephone
- 973-396-1950
- Location
-
300 Broadacres Drive
Suite 175
Bloomfield
NJ
07003
US
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