Direct Indexing Investment Analyst, Specialist

Supports direct indexing portfolio management and trading activities, client analysis and portfolio management operational procedures. Provides exceptional client outcomes while adhering to regulatory and internal standards.

Responsibilities:

• Prepares portfolio construction proposals reflecting an understanding of the client's investment objectives and constraints
• Collaborates closely with internal client groups and portfolio managers to provide detailed analysis and consultative expertise to deliver effective and efficient portfolio management strategies and respond to advisors' questions.
• Responsible for monitoring investment portfolios by utilizing a range of operational reporting tools, investment platforms, and systems. Reviews portfolios, identifying essential data required for informed decision-making and conducts thorough review of portfolios.
• Determines if portfolios require additional action and discusses findings and makes recommendations to the portfolio manager.
• Conduct reviews to assess portfolio management objectives in alignment with client investment goals. Utilizes techniques to identify exceptions or deviations from the established objectives. Develop and propose appropriate resolutions through portfolio optimization, which may result in necessary trading actions to realign the portfolio with client goals.
• Builds relationships with internal departments in support of external clients. Facilitates a successful strategic approach to meet client and business needs.
• Participates in special projects and performs other duties as assigned.

• Undergraduate degree or equivalent combination of training and experience.
• Three years related work experience in the financial services industry or investment operations preferred.
• Completion of CFA or Progress toward completion preferred.