Senior Specialist, Wealth Portfolio Management

Job description

We’re seeking a future team member for the role of Senior Specialist, IWM Portfolio Analyst to join our Wealth Management team. This role is located in New York, NY. In this role, you’ll make an impact in the following ways: Assist Portfolio Managers in managing complex aspects of domestic and international portfolios, including researching potential business profitability. Calculate the impact of strategy changes on portfolios and analyze transaction suitability.

Prepare trades and monitor clearing compliance notifications to ensure regulatory adherence. Provide investment reporting and analytics for assigned investment teams, supporting marketing and client service teams with data requests. Interpret performance attribution and track error reports to generate detailed portfolio analytics for business decision-making. To be successful in this role, we’re seeking the following: Bachelor’s degree or equivalent combination of education and experience; MBA and/or CFA preferred. 3-5 years of prior financial or investment experience.

Strong analytical skills with the ability to conduct detailed portfolio analysis and prepare impactful reports. Experience working collaboratively with portfolio managers and cross-functional teams. No direct people leadership responsibilities.