Senior Specialist, IWM Portfolio Analyst

About this job

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 Philadelphia, PA. In this role, you’ll make an impact in the following ways: Assist Portfolio Managers with more complex aspects of managing domestic and international portfolios. Calculate the impact of strategy changes on portfolios and assess the suitability of proposed transactions. Prepare trades, monitor clearing compliance notifications, and support investment reporting and analytics for assigned investment teams. Interpret performance attribution and tracking error reports, generate portfolio analytics, and support marketing and client service teams with data requests.…

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