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Senior Portfolio Analyst

Company: Access Staffing LLC
Location: San Francisco
Posted on: April 9, 2021

Job Description:

Senior Portfolio Analyst San Francisco Location! CFA track! Degree in Finance (or related) Minimum 3-6 years experience! $80,000-115,000 + GREAT BONUS! Company's Wealth Management group, you will provide white-glove service focused on intelligently personalized portfolio management for high-net-worth individuals, families, and institutions. The Portfolio Analyst primary responsibilities are to: :* 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 withdrawals and source of funds for existing clients * Keep up with the current market environment and general performance of firms investments * With experience, setup client accounts in trading system and perform basic trading responsibilities, and analyze accounts for strategic rebalancing * Of note, this role is not a research analyst position Bachelor's Degree --- Min 2 years of experience in finance related role, preferably in investment management and services and professional team environment Skills and Knowledge --- Strong problem solving and analytical skills --- Attention to detail --- Ability and desire to learn --- Excellent communication skills; professional demeanor --- Ability to effectively address Client or FA trade and investment related questions --- Ability to learn the Firm's proprietary trading system, and the portfolio accounting system --- Ability to multi-task and prioritize multiple deliverables --- Quality of work product; quality assurance of work product of others --- Commitment to pursue CFA; level one candidate --- Proficient in basic computer software tools, e.g., MS Word, Excel, Outlook, and PowerPoint --- Interest and / or experience in client facing role --- Interest in financial markets and investing --- Bachelor's degree - preferably major in Finance *AN EQUAL OPPORTUNITY EMPLOYER*Job Requirements:SEE ABOVE

Keywords: Access Staffing LLC, San Francisco , Senior Portfolio Analyst, Accounting, Auditing , San Francisco, California

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