Senior Specialist, IWM Portfolio Analyst
On-sitePhiladelphia, Pennsylvania, United States
Job Summary
Assist Portfolio Managers with complex domestic and international portfolio management tasks, including calculating strategy change impacts and assessing transaction suitability. Prepare trades, monitor clearing compliance notifications, and support investment reporting and analytics for assigned teams. Interpret performance attribution and tracking error reports to generate portfolio analytics while conducting detailed analysis to support informed business decisions. May also conduct research related to potential business profitability. This role requires a Bachelor's degree with 3-5 years of financial experience, with an MBA or CFA preferred, and is based in Philadelphia, PA.
Required Qualifications
- Bachelor's degree or the equivalent combination of education and experience
- 3-5 years of prior financial/investment experience
- Strong analytical skills with the ability to interpret investment data and portfolio reporting
- Ability to work closely with Portfolio Managers and support internal teams with accurate, timely information
Desired Qualifications
- MBA
- CFA
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