Portfolio Analyst

Modera Wealth Management New York, NY $65,000 - $100,000

Full Time Mid Level 3+ years

Posted 2 weeks ago

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About This Role

This role involves supporting investment strategies by managing daily trading, rebalancing, reconciliation, and ensuring compliance with investment guidelines. The Portfolio Analyst will be responsible for creating portfolio proposals for clients.

Responsibilities

Effectively manage daily firm-wide trading, rebalancing, and reconciliation process
Ensure proper execution of client and advisor requests
Keep portfolios in compliance with Investment Committee guidelines regarding asset class, market cap, sector, and individual security weightings
Ensure that all internal documentation regarding the portfolio is updated and complete
Create portfolio proposals for current and prospective clients in collaboration with members of the Wealth Management team

Requirements

Bachelor's Degree
CFP or CFA certification
Minimum 3-7 years of experience in a wealth management related or financial services field
Experience with trading software (Tamarac, Eclipse, Redtail, etc.)
CRM experience
Proven analytical and problem-solving skills
Working knowledge of planning strategies and solutions
Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
Excellent written and verbal communication skills

Qualifications

Bachelor's Degree required
Minimum 3-7 years of experience in a wealth management related or financial services field

Nice to Have

M&A knowledge is preferred

Skills

Communication Skills * Adaptability * Microsoft Office Suite * Problem-solving skills * Analytical Skills * CRM * Redtail * Flexibility * Eclipse * Tamarac *

* Required skills