Portfolio Analyst

Norfolk, Virginia (US)
Dec 28, 2020
Jan 27, 2021
Portfolio Analyst
Passed CFA Level I
Employment Type
Full Time


Job Posting: Portfolio Analyst

Wilbanks, Smith & Thomas Asset Management, LLC is an established and growing investment advisory firm with offices in multiple cities. We are dedicated to providing our clients world class investment strategies and service. Our team currently consists of more than 45 professionals, each of whom is expected to serve with enthusiasm, alacrity, and the utmost professionalism. In return we are committed to offering our employees a challenging and friendly work atmosphere with opportunities for advancement. Only those candidates with integrity, dedication and a desire for long-term employment should apply for this position.

We are seeking to fill the position of Portfolio Analyst. The role of this position is to provide analyst support and reporting functions to the Portfolio Management teams within our firm. The successful candidate will be a team player willing to take the lead on projects and be resourceful. Candidate must also possess excellent communication skills and a friendly, professional and positive demeanor.

Data/Reporting analyst responsibilities:

-- Work closely with Operations team to prepare, quality control, and deliver data for any routine or ad-hoc requests

-- Responsible for data entry into various databases in support of distribution channel

-- Maintenance of rep account information in FactSet in support of distribution relationships

-- Coordinate with Marketing as needed for updates or creation of new or custom content

-- Primary responsibility for ongoing operational & investment approach DDQs supporting distribution

-- Support custom institutional reviews

Proposal preparation and related analysis in support of advisory and sub-advisory accounts

-- Collaborate with Senior Analysts to deliver custom proposals in distribution channel

-- Support Portfolio Managers in development of custom proposals

Special projects:

-- Data-driven technology implementations

-- Implementation of proposal tool

-- Support of 401k reporting tools

-- Help onboarding new advisor firms, implementing client marketing materials


-- Support data collection & research for alternative investment opportunities

-- Help coordinate client communications and develop alternatives platform reviews & materials

Content support

-- Help develop deliverables for distribution, including markets content & factsheets

-- Develop new model dashboards & commentaries

-- Create model communications

This position requires a basic understanding of securities (stocks, mutual funds, bonds) so candidates with experience in the financial and investment industry are preferred. Other requirements include strong proficiency in the Microsoft Office software suite including Word, Excel and PowerPoint, and excellent organizational skills. We will require candidates to complete an online Excel test with scores above 90% on the Intermediate Level test and above 75% on the Advanced Level test. We will also ask candidates to submit a writing sample from previous college coursework or employment experience. In addition, we may ask candidates to complete a project that will allow us to assess candidate’s reading comprehension, writing style, and analytical skills. Knowledge of FactSet, Morningstar, Salesforce and Orion Software will be very helpful in this position. Bachelor’s degree with 1-2 years work experience is required. Master’s degree or continued education is preferred.

If you are interested in applying for the Portfolio Analyst position please submit your resume in PDF format to Human Resources Manager, Wilbanks Smith & Thomas Asset Management LLC, 150 West Main Street, Suite 1700, Norfolk, VA 23510.

Email: employment@wstam.com.   No phone inquiries will be accepted.

Learn more about WST at https://www.wstam.com/

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