Portfolio Evaluation Analyst
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Job Description

Req ID : 1983540
*2022 Portfolio Evaluation Analyst*

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.

Qualifications Bachelor s degree from an accredited college or university Minimum 5 years relevant experience within financial services, wealth management preferred Strong organization and communication skills CFP required Competence with industry software to include CRM, Portfolio Management system, MS Office, custodial platform

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