KPB Wealth Services Portfolio Analyst
KPB Wealth Services Portfolio Analyst
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Job Description
Location:
200 Middle Street Suite 301 - Portland Maine 04101JOB BRIEF (PURPOSE)
Provide centralized portfolio management support enabling Portfolio Managers and Portfolio Strategists to provide effective strategies solutions and optimal levels of service that exceed client expectations. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy.
ESSENTIAL JOB FUNCTIONS
Technical
- Reviews monitors and modifies investment portfolio construction in accordance with client objectives and investment policy initiates portfolio construction changes consistent with investment strategy.
- Maintains compliance with all internal policies and procedures including but not limited to Reg 9 reviews and other compliance reporting functions.
- Maintain deep expertise in financial markets and other related areas while also participating on or contributing to various investment committees.
- Has the knowledge and ability to manage investment portfolios within a fiduciary framework.
Support
- Focus on trading rebalancing portfolio construction asset allocation and portfolio execution
- Monitor cash levels including portfolio additions/withdrawals overdrafts
- Client reporting and book management tools
- Project management skills
REQUIRED QUALIFICATIONS
- Undergraduate Degree or a minimum of 1 year of prior related experience
- Strong Communication Skills
- Strong Technology Skills
- Results Focus
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing
Required Experience:
IC
Employment Type
Full-Time
