Portfolio Analyst
Our client is one of the world’s largest investment and advisory firms focused exclusively on providing sophisticated, creative investment expertise to a select group of clients(Institutional and HNW/UHNW Families).
They need a Portfolio Analyst that will support the client facing consultants with investment needs. You will handle complex needs, creating investment policies, asset allocation analyses, investment manager searches, along with analyzing and interpreting investment performance. You will be responsible for fulfilling any client requests and concerns directly from the client or from the consultant. You will collaborate, support, and participate in select client meetings as needed with the consultant.
They want someone with a wide array of investment knowledge that has excellent communication skills that is experienced interacting with HNW and UHNW clients. They need someone with strong attention to detail, that can collaborate with consultants, other analysts, client custodian banks, investment managers, and other departments. You must have a Bachelor's Degree, CFA preferred but not required(at least on track of completing), with at least 3 years of experience analyzing investments, meeting with clients, creating investment policies, work with bank custodians, and investment manager research. This is a salaried position plus bonus with great benefits. There is some travel involved which will be reimbursed.
To learn more about our organization please visit us at www.westportone.com
To apply for this position, submit your resume by choosing one of the following:
- ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)
- Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/portfolioanalystSTL in the subject line.
