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Portfolio Analyst Wealth Management - Southside
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- Position Summary: The Portfolio Analyst actively supports the client relationship team in managing client investment accounts and coordinating delivery of solutions to the individuals, families, trusts, and foundations they serve.
- Respond to client requests for information, advice and service, including proactive client outreach and creating and building investment content for prospect and client presentations, client investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and client interaction.
- Broad-based technical knowledge of investments, markets, the economy, and high net worth portfolio management.
- Knowledge of fiduciary standards, principles, products and applicable laws and regulations relevant to discretionary portfolio management for fiduciary clients.
- Undergraduate degree in finance, accounting, economics or equivalent preferred,
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