Portfolio Analyst
$64,491–$105,950 year
On-siteBerwyn, Pennsylvania, United States
Job Summary
Support the delivery and management of centralized portfolio solutions within the firm's goals-based investment framework. Maintain portfolio management and trading system databases to ensure accuracy and consistency with approved model portfolio constituents. Monitor and report on model adoption, asset ownership, and portfolio strategy implementation across the firm's book of business. Analyze accounts for model eligibility and assess potential capital gain and loss impacts associated with model adoption. Partner with Investment Advisors to facilitate model adoption, including documentation and implementation processes. Assist in the execution of tactical asset allocation shifts, portfolio rebalances, and strategic investment changes directed by the Investment Research & Strategy team. Develop expertise in portfolio trading and management platforms to enhance implementation efficiency and scalability. Support optimization of portfolio management technology, workflows, and system capabilities. Execute account-level transactions when necessary to support broader portfolio management objectives. Serve as secretary for one or more investment working groups, documenting discussions, decisions, and action items. Produce standard and ad hoc reports related to models, asset allocation, portfolio holdings, and implementation activity. Identify opportunities to improve reporting processes, data integrity, and operational efficiencies.
Required Qualifications
- Series 65 license required or the ability to successfully pass the Series 65 examination within three (3) months of hire
- Bachelor's degree in Finance, Economics, Business Administration, or a related field
- General knowledge of investment markets, portfolio management, asset allocation, and investment research concepts
- Strong analytical, quantitative, and problem-solving skills
- Advanced proficiency in Microsoft Excel
- Proficiency in Microsoft Word and Outlook
- Strong organizational skills with the ability to manage multiple priorities and deadlines
- Ability to work collaboratively across teams and communicate effectively with investment professionals and advisors
- Demonstrated interest in investment research, portfolio construction, and institutional portfolio management
- Presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future
Desired Qualifications
- Experience with portfolio accounting, trust accounting, trading, or investment management systems
- Experience with Orion Eclipse and related portfolio management platforms
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