Senior Investment Portfolio Specialist
On-site · St. Petersburg, Florida, United States or New Orleans, Louisiana, United States
Job Summary
Senior Investment Portfolio Specialist provides support to Wealth Asset Management by engaging in asset management functionalities such as portfolio management, strategy implementation, trading, performance reporting, marketing and compliance. Works with asset allocation and manufacturing teams to implement investment strategy decisions across multiple lines of business, collaborates with Senior Portfolio Managers to invest client accounts according to risk tolerance, and supports complex investment strategies including Dollar Cost Averaging and tax-related analyses. Proficient in using Morningstar Direct, Factset, and Bloomberg for portfolio analysis and research, supports reporting and templates for client retention and new business development, and may lead projects or initiatives within the Investment Solutions team.
Required Qualifications
- Bachelor's Degree preferably in Finance, Economics, or other related field
- 5 years related experience and/or training or equivalent combination of education and experience
- advanced understanding of trusts and investment products and markets
- advanced understanding of banking and investment regulations
- Demonstrated ability to generate robust and scalable solutions to benefit the Investment Solutions team
- Ability to write reports, business correspondence and procedure manuals
- Demonstrated ability to think critically and problem solve
- Excellent writing, communication, and interpersonal skills
- Advanced knowledge of Microsoft Office Applications, including Excel, and Power Point
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