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Associate Analyst I - Portfolio Solutions
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$70,659 - $116,516 a year
Full-time
- Or your idea of a perfect day at the office is a deep dive into equity research.
- Within the Advice and Guidance department of WMAS, the Portfolio Solutions Team (PST) is responsible for both the Advisory Solutions and Guided Solutions investment advisory platforms, including 12 Bridge Builder mutual funds and the Passport Money Market Fund. Advisory Solutions has over $200 billion in client assets under care, representing 15% of the firm's total assets under care.
- PST is seeking an Associate Analyst I to join our growing team of 17 investment professionals.
- PST includes the Core/Core Plus and UMA/Tax-Sensitive Model Teams, responsible for management and oversight for the Advisory Solutions and Guided Solutions research models, and the Proprietary Funds Team, responsible for management and oversight of the Bridge Builder Funds and the Edward Jones Money Market Fund. This position will support the Proprietary Funds and Model teams within Portfolio Solutions.
- Finance or Accounting Bachelor's degree; MBA preferred
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