Ryan Consulting Group, LLC · 4 days ago

Senior Analyst

Charlotte, NC

Full-time

Onsite

Senior Level

$150K/yr - $175K/yr

5+ years exp

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Hiring Manager

Allison Kramer

Insider Connection @Ryan Consulting Group, LLC

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Manage day-to-day portfolio activities (investment proposals, portfolio implementation, ongoing monitoring, rebalancing, reporting, etc.).

Use metrics and data visualizations to effectively report on portfolio performance and support decision-making at the department and organizational levels.

Provide investment advisory services to a client base of all ages and stages of wealth.

Deliver sound investment advice and strategies based on market performance.

Develop and implement project management methodologies and best practices to build on the team’s skills and abilities.

Ensure adherence to company legal and compliance standards.

Analyze and appraise sales costs and performance on an ongoing basis.

Facilitate project reviews and checkpoint meetings.

Analyze key performance indicators to produce reports on portfolio and projects.

Escalate issues that threaten portfolio and project success.

Qualification

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Investment KnowledgeResearch Applications ProficiencyProblem-SolvingPersonal IntegrityConfidentialitySelf-MotivatedCFA certification