Portfolio Evaluation Analyst

*2022 Portfolio Evaluation Analyst*

*Overview:*

Are you a methodical thinker and motivated to guide others? As a Portfolio Evaluation Analyst, you ll leverage your expertise in portfolio management and passion towards impacting clients financial lives.

*The Opportunity:*

As a Portfolio Evaluation Analyst, you have the opportunity to work under the guidance of our client s Investment Policy Committee (IPC) and make customized decisions to clients asset allocations. The team evaluates each client s financial situations to ensure portfolios are optimally positioned to achieve long-term goals. During this process, you ll leverage articulate communication to collaborate closely with other internal departments, including Research, Service, Sales and several other areas.

*The Day-To-Day:*

* Evaluate clients investment objectives and financial situations to generate optimal asset allocation and benchmark recommendations, while always prioritizing clients interests

* Partner with relationship managers to help them navigate clients through nuanced financial situations and provide coaching towards portfolio recommendations

* Provide direction and assistance for new initiatives and ad hoc projects

* Review and formulate specialized solutions for clients and potential clients with unique financial and tax situations

* Appraise the appropriateness of clients and prospective clients outside annuities

* Occasionally engage with clients about portfolio evaluation matters to support relationship managers.

This position enables you to take ownership and accountability, meet deadlines and produce high-quality customized portfolios, and observe feedback whenever possible. With the ability to provide clarity in an ambiguous environment while contributing rationale consistently with our investment philosophy.

*Your Qualifications:*

The ideal candidate also has the following skills and experience:

* Series 65 (preferred) and Bachelor s degree or equivalent work experience

* 5+ years experience working with investment and financial planning concepts

* Ability to understand extensive portfolio management practices

* Collaborative approach with an emphasis on client focus

* Consultative experience within the financial services industry

*Job Benefits:*

* 100% coverage of premiums for health, vision and dental insurance

* A 50% 401(k) match, up to the IRS maximum

* 20 days of PTO*, plus 9 paid holidays

* 8 weeks paid Primary Caregiver Parental Leave

* Back-up Child Care Program available, offering up to 10 days annually

* A cumulative learning and development framework customized for every employee

* An award-winning work environment - Great Place to Work Certified, and Top Workplace winners from The Oregonian

Success at our client is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER