Opportunity Description
*PORTFOLIO ANALYST*
WHAT IS THE OPPORTUNITY?
The Portfolio Analyst primary responsibilities are:
* Prepare review book materials for client presentations
* Prepare IPS letters for new clients and IPS change / reallocation letters when necessary
* Assist the Portfolio Management team in solving client and advisor issues as it relates to Operational and logistical inquires
* Act as the primary Portfolio Management team liaison with all Operations teams including New Accounts, Billing, Performance and Client Services
* Transition / set up new client accounts
* Analyze portfolio performance and research outliers
* Respond to ad hoc client requests, and manage client and advisor phone calls in the course of providing the highest degree of service
* Becoming proficient in the applications and technology used in the portfolio management and client service operations processes
* Respond to compliance inquiries, including those re: large with...
WHAT IS THE OPPORTUNITY?
The Portfolio Analyst primary responsibilities are:
* Prepare review book materials for client presentations
* Prepare IPS letters for new clients and IPS change / reallocation letters when necessary
* Assist the Portfolio Management team in solving client and advisor issues as it relates to Operational and logistical inquires
* Act as the primary Portfolio Management team liaison with all Operations teams including New Accounts, Billing, Performance and Client Services
* Transition / set up new client accounts
* Analyze portfolio performance and research outliers
* Respond to ad hoc client requests, and manage client and advisor phone calls in the course of providing the highest degree of service
* Becoming proficient in the applications and technology used in the portfolio management and client service operations processes
* Respond to compliance inquiries, including those re: large with...
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