Equity Portfolio Analyst

We are seeking a Portfolio Analyst to join Equity Portfolio Implementation within Investment Implementation and Trading. The individual will work with Investors on a wide range of equity products and support the portfolio management activities of the firm’s equity investors.

Requirements

• Interacting closely with Portfolio Managers and Traders to ensure timely and accurate execution of investment strategies across client portfolios.
• Monitoring cash and equitization, analyzing portfolio exposures, dispersion monitoring and account transition events.
• Rebalancing portfolios in response to investment strategies, cash flows, benchmark changes, market price movements and changes in client guidelines.
• Monitoring positions and verifying that transactions are consistent with investors intent and client and regulatory guidelines.
• Interacting with many areas of the firm to improve processes and minimize operational risk.
• Provide additional value-added contributions to investment teams such as risk analysis, detailed portfolio data reporting and analysis, exposure tracking, and custom portfolio management.
• Partner with Investment Implementation Technology on the development of and enhancements to investment implementation and monitoring tools.

Benefits

• Retirement plan
• Health and wellbeing, dental, vision, and pharmacy coverage
• Health savings account
• Flexible spending accounts and commuter program
• Employee assistance program
• Life and disability insurance
• Adoption assistance
• Back-up childcare
• Tuition/CFA reimbursement
• Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)