Portfolio Analyst, SMA
- Support the management of client portfolios including account set up, daily reconciliation, model creation and maintenance, portfolio optimization, tax loss harvesting, and portfolio trading.
- Enhance and support the product trade workflow and portfolio monitoring functions
- Monitor index changes and curate buy lists for corporate actions
- Support client requests ranging from proposal generation to client reporting
- Perform regular reporting for internal and client use
- Perform quarterly billing and AUM reporting
- Proactively communicate with clients regarding bond maturities, cash flows, quarterly performance reporting of equity portfolios and other reporting as required
- Work with custodians to help with client inquiries and internal reporting as necessary
- Assist sales and marketing through development of advisor/client materials and development of new materials
- Participate in presentations, conference calls, conferences
- Other duties and responsibilities as assigned
- You possess a Bachelor’s degree in Finance, Engineering, Computer Science or similar
- You have 2+ years of experience in the investment management field (preferred)
- Interest in pursuing investment related designations and/or FINRA exams such as the CFA, FRM, or the FINRA Series 65 exam
- Hard-working and eager to learn in a fast-paced, innovative environment
- Motivated by eagerness to learn about new technology and financial techniques
- Committed to intellectual integrity, transparency, and openness
- Able to prioritize and optimize own workload as a function of unexpected events and existing parallel/serial workflows
- Excellent problem solving, communication, and analytical skills
- Expert Excel user and strong Microsoft Office skills
- Experience with Bloomberg Port and/or Orion preferred
- Ability to think independently and creatively approach data analysis and communicate complex ideas clearly
- Working knowledge of equity markets, portfolio construction, tax optimization and portfolio risk analytics
- Experience with portfolio optimizers and factor risk models
- Team player with strong quantitative, analytical, communication, and organizational skills
- Align with Vident core values of Inspired Collaboration, Honor & Authenticity, Inclusion & Humility, Exceptional Performance and Intellectual Curiosity
- PTO plus 10 paid holidays
- Flexible Working Benefits
- Daily Paid Lunch for Onsite Employees
- Onsite Gym Discount
- Medical, Dental, Vision
- EAP and Telehealth with Mental Health Support
- Short and Long Term Disability
- SIMPLE IRA with up to 3% Match
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