Blue Trust · 23 hours ago
Portfolio Analyst
Alpharetta, GA
Full-time
Onsite
New Grad, Entry LevelBlue Trust is a financial services company, and they are seeking a Portfolio Analyst to ensure clients’ portfolios are invested in accordance with their goals. The role involves conducting investment reviews, collaborating with various teams, and maintaining compliance standards.
AdviceFinanceFinancial ServicesWealth Management
Responsibilities
Interacts with Financial Advisors, Planners, Investment Department, Investment Operations Department, and clients to ensure client portfolios are invested appropriately
Reviews clients’ investment accounts to verify:
Account objectives are current and appropriate
Investments are consistent with objectives
Account is properly diversified
Conducts investment and administrative reviews on high volume of accounts in accordance with Regulation 9
Reviews and approves Department of Labor disclosures sent to clients rolling over their retirement assets
Partners with other functional teams to formulate total investment solutions designed to meet clients’ financial goals
Reviews all red flags within client accounts and escalates unresolved red flags
Ensures performance reports are accurate and complete
Ensures custody and trust accounting systems are up to date and accurate
Approaches work, interactions, and relationships in a manner consistent with the Company’s Core Values
Builds and maintains strong working relationship with Investment Operations team
Consistently adheres to Company compliance policies and procedures and attends to daily Compliance matters as required by law and mandated in Company Compliance Policy Manual
Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company
Understands and supports the financial planning philosophy and biblical basis upon which Blue Trust serves its client base
Qualification
Required
Knowledge of the investment landscape
Basic theoretical and practical understanding of Company investment philosophy
In-depth knowledge of trust accounting platform
Keen attention to detail
Ability to discreetly handle confidential data
Ability to make independent judgments as well as take direction from others
Strong communication skills, both verbal and written, with ability to organize and express thoughts clearly and concisely
Proactive planning and responsiveness to urgent needs
Aptitude for, and enjoyment of, serving others with excellence
Strong organization skills and systems acumen
Aptitude and passion for learning new things quickly with a strong work ethic in an ever-changing environment
Excellent computer skills with strong proficiency in Microsoft Excel, Word, and PowerPoint
Display of integrity and professional behavior consistent with Company values and mission
Bachelor's degree is required
Preferred
Experience in a related professional environment is preferred
Possession or pursuit of Chartered Financial Analyst (CFA) designation preferred
Company
Blue Trust
Blue Trust provides wealth management and fiduciary advice services.
Founded in 1979
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
J
Judy Blue
Founder
Ron Blue
Founder
Company data provided by crunchbase