Lenox Advisors · 3 hours ago
Portfolio Analyst
New York, NY
Full-time
Onsite
Mid LevelLenox Advisors is a provider of wealth management and insurance services for high-net-worth individuals and their families. The Portfolio Analyst will work closely with Asset Managers to analyze client portfolios, provide asset allocation recommendations, and assist in maintaining healthy client relationships through detailed analysis and insights.
BankingConsultingCrowdfundingFinancial ServicesInsurance
Responsibilities
Participating member of the firm’s Investment Committee
Participating member of the firm’s Annuity Committee
Participating member of the firm’s Complex Product Committee
Contributing member of large (up to 150 participants) market update and training calls
Analyzes performance, style, and risk measures for investment portfolios
Reviews client’s account(s) and prepares portfolio reviews at the request of Relationship Managers and Asset Managers. This includes portfolio review, portfolio observation write-ups, reinvestment analysis to show before and after strategy implementation and Monte Carlo simulations
Recommends manager selections within managed accounts and variable annuities
Evaluates client’s outside accounts to make proper asset allocation recommendations
Uses software tools to analyze clients’ outside accounts and current portfolio for proper allocation recommendations. Software tools include, Y:Charts, Right Capital, eMoney, Excel, Morningstar Annuity, Envestnet and Tamarac
Fidelity Institutional Trading platforms (Wealthscape). Security, Debt & Fund order entry
Create “portfolio observations” for clients that bullet point questionable investment strategies within their overall portfolio and recommendations to better suit clients investment objective
Performs due diligence on portfolio managers available within our broker/dealer to decide which will best fit the client’s needs and documents all due diligence conversations of the IC
Keeps abreast of current market conditions and changes through vendor conference calls and market outlooks
Provides analysis of new and existing vendors and reviews possible software and technology enhancements
Continuously maintain and update software in order that data consistently stays up to date with ever-changing market environments. Coordinate research and delivery of annual updates to capital market assumptions from Lenox Asset Management Committee and various external analyst desks, ensuring that data is then updated across platforms
Assists Sr. Analysts, SVP of Asset Management, and Operations on special projects
Act as one of the firm’s lead traders for unmanaged full-service brokerage accounts, while consistently maintaining managed trading readiness
Maintain and update strategic model portfolios in Right Capital, rooted in firm’s capital market assumptions
Provide ongoing support to newly developed investment and variable annuity solutions
Qualification
Required
Experienced with broad asset class categories such as equity, fixed income and alternative investments
Experienced with broad range of investment vehicles: open and closed ended funds, private offerings, process and event driven alternatives, and separately managed accounts
Knowledge of applicable industry regulation and practices and competitors
Writing and delivering attribution analyses
Ability to converse directly on capital markets and economic fundamentals
Experienced with due diligence reviews of money manager solutions
Variable annuity solutions and optional riders
Advanced time management skills
Understanding of the regulatory regime (SEC, FINRA, DOL, IRS) which covers the business enterprise
Able to think strategically and ask probing questions with confidence
Excellent listening, communication and presentation skills
Documentation skills and note taking acumen
Willingness to be mentored by multiple parties in leadership and client portfolio management
Prior experience with portfolio accounting, order or trading, billing, compliance, reporting, performance or CRM systems
Recommend improvements to systems that drive operational efficiencies
Possess an intellectual curiosity about the capital markets and economy
Fosters atmosphere of learning
Possess an intellectual curiosity about the business
High degree of organizational skills
Understanding dependencies and project sequencing
Results, delivery oriented
Possesses a guardian instinct; protect the firm
Communication is crisp, flat and often
Team oriented; Demonstrates a service attitude
Collaborative work style and commitment to get the job done
Maintaining positive working environment
Proactive; Self-Starter
Demonstrates a service attitude
Strives for Operational excellence
Drive mindset that change is our competitive advantage
Company
Lenox Advisors
Lenox Advisors is a financial services company offering financial planning, asset management, insurance, and risk management services.
Founded in 1992
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Gregory Large
Founding Member, President, Chief Operating Officer & Treasurer
Colleen Tinch
Senior Vice President, Head of Marketing
Recent News
2025-11-03
2025-06-02
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