Portfolio Analyst jobs in United States
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TalentLink Solutions ยท 23 hours ago

Portfolio Analyst

positionHackensack, NJ
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$55K/yr - $65K/yr
date1+ years exp

TalentLink Solutions is a boutique financial planning and wealth management firm located in Hackensack, NJ. The Portfolio Analyst will support investment research and operations, assist with client needs through investment decisions, and maintain firm models while collaborating with the investment committee.

ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency

Responsibilities

Prepare portfolio research reports at the request of the investment committee
Allocate aggregated trades across accounts as directed
Aid in monitoring to ensure portfolios stay within tolerance bands
Work in conjunction with the Portfolio Manager to rebalance accounts into portfolio models
Act as liaison between the firm and various companies to identify share class eligibility
Serve as a member of the Investment Management Committee
During tax season, assist with harvesting gains and losses for tax efficiency
Work with team to ensure fair execution and trade review for compliance
Coordinate with senior team members to produce, analyze and oversee the production of quarterly performance reports, as well as troubleshoot and report data inaccuracies and enact solutions
Database management, including coding accounts, fee schedules, securities, and portfolio models
Assist with evaluation of potential alternative investments and maintain knowledge of the firm's current alternative holdings
Educate clients as needed, providing ongoing communication and guidance on portfolio performance and market developments
Stay informed of market trends, economic indicators, and regulatory changes that may impact investment decisions
Collaborate with team and provide recommendations on how to implement new capabilities within our platforms
Other special projects to support firm-wide process improvement and capabilities

Qualification

Investment analysisAsset allocationFinancial services experienceIRebalYChartsMorningstarSchwabWealthboxPrioritization skillsTechnological skillsOrganizational skillsTeamworkAttention to detail

Required

A bachelor's degree
1+ years investment analysis experience
Organizational and prioritization skills
Technological skills, as most duties are performed on various software platforms
Work well within supporting team environment
Attention to detail

Preferred

3+ years of experience in a financial services firm is preferred
Variety of experience across asset classes is highly preferred
Familiar with iRebal, YCharts, Morningstar, Schwab, Wealthbox and other industry-specific platforms preferred
CFA designation is not required for this role; desire to obtain in the future would be supported
Series 65 (within 6 months of hire)

Company

TalentLink Solutions

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TalentLink Solutions provides human resources consulting for the financial services community.
dateFounded in 2014
location
San Diego, California, USA
people-size2-10 employees
web-link
http://talentlinksolutions.com/

Funding

Current Stage
Early Stage

Leadership Team

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Amy Kizer, PHR
Managing Partner
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Company data provided by crunchbase