What are the responsibilities and job description for the Portfolio Analyst position at Planning Alliance?
Based out of Woodcliff Lake, Bergen County, NJ:
- prepare and present weekly model portfolio updates and suggestions for Investment Committee
- oversee client portfolio rebalancing and tax management at the direction of the Investment Committee
- build and manage investment grade corporate, tax-exempt municipal, and taxable municipal bond ladders on behalf of firm clients. Work with Trading Desk and other parties to facilitate transactions.
- provide portfolio analysis solutions to advisors seeking to onboard new business. Includes detailed analysis of the client’s current allocation compared to risk-appropriate Firm model portfolios and the ability to provide and implement a detailed transition strategy for the onboarding process.
- prepare biweekly market commentary to update advisors on key economic trends and portfolio model updates.
- prepare monthly market commentary for distribution to Firm clients and prospects on key economic trends (but not portfolio updates)
- interface directly with clients and client relationship manager during the onboarding and periodic review processes
Prerequisites:
- CFA (charter holder)
- Series 7
- Series 66
- Proficiency with Bloomberg and/or FactSet
- Envestnet experience preferable but not required
- 4 years of relevant industry experience
Job Type: Full-time
Pay: $100,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Physical setting:
- Office
Schedule:
- Monday to Friday
- On call
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Westchester County, NY: Reliably commute or planning to relocate before starting work (Required)
Education:
- Bachelor's (Required)
Experience:
- Portfolio management: 4 years (Required)
Language:
- English (Required)
License/Certification:
- Chartered Financial Analyst (Required)
Work Location: One location
Salary : $100,000 - $150,000