Portfolio Analyst
- Interacts with Financial Advisors, Planners, Investment Department, Investment Operations Department, and clients to ensure client portfolios are invested appropriately.
- Reviews clients’ investment accounts to verify:
- Account objectives are current and appropriate.
- Investments are consistent with objectives.
- Account is properly diversified.
- Conducts investment and administrative reviews on high volume of accounts in accordance with Regulation 9.
- Reviews and approves Department of Labor disclosures sent to clients rolling over their retirement assets.
- Partners with other functional teams to formulate total investment solutions designed to meet clients’ financial goals.
- Reviews all red flags within client accounts and escalates unresolved red flags.
- Ensures performance reports are accurate and complete.
- Ensures custody and trust accounting systems are up to date and accurate.
- Approaches work, interactions, and relationships in a manner consistent with the Company’s Core Values.
- Builds and maintains strong working relationship with Investment Operations team.
- Consistently adheres to Company compliance policies and procedures and attends to daily Compliance matters as required by law and mandated in Company Compliance Policy Manual.
- Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company.
- Understands and supports the financial planning philosophy and biblical basis upon which Blue Trust serves its client base.
- Knowledge of the investment landscape
- Basic theoretical and practical understanding of Company investment philosophy
- In-depth knowledge of trust accounting platform
- Keen attention to detail
- Ability to discreetly handle confidential data
- Ability to make independent judgments as well as take direction from others
- Strong communication skills, both verbal and written, with ability to organize and express thoughts clearly and concisely
- Proactive planning and responsiveness to urgent needs
- Aptitude for, and enjoyment of, serving others with excellence
- Strong organization skills and systems acumen
- Aptitude and passion for learning new things quickly with a strong work ethic in an ever-changing environment
- Excellent computer skills with strong proficiency in Microsoft Excel, Word, and PowerPoint
- Display of integrity and professional behavior consistent with Company values and mission
- Bachelor's degree is required
- Experience in a related professional environment is preferred
- Possession or pursuit of Chartered Financial Analyst (CFA) designation preferred.
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