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.
Recommended Jobs
Product Owner - Supply Chain
At M-Tech Systems, our company mission is to increase yield in protein production to help feed the growing world population without compromising animal welfare or damaging the planet. We aim to creat…
Automation Engineer / Entry Level
Join Our Leading High-Risk OB Practice as an MFM Sonographer – NYC Metro Are you an experienced and passionate Maternal Fetal Medicine Sonographer ready to take your career to the next level? Ou…
Boiler System Specialist
Are you ready to excel as a Boiler System Specialist? Jump into the action by troubleshooting and maintaining customer boiler system equipment through proactive measures and efficient problem resolut…
Earn for Your Insights Remote Market Research Opportunity (Earn Up to $50/Task)
Join Our Team as a Market Research Assistant Flexible Work-From-Home Opportunity | Part-Time Positions Available Start Your Journey With Us Today As a Market Research Assistant, you play a crucial ro…
Senior Strategic Data & AI Growth Partner
A global consulting firm in Atlanta seeks a market and account developer to enhance its presence in the Insights & Data sector. This role involves leveraging technical and business skills to support s…
Postal Mail Processor ($24/hr - $39/hr)
POSTAL MAIL PROCESSOR NO EXPERIENCE REQUIRED – PAID TRAINING PROVIDED – JOB SECURITY The Postal Service is the largest government related agency in terms of employees. The Postal Service curren…
Proposal Project Manager
Summary Boxlight is a global provider of interactive classroom and campus communication technology designed to enhance learning and create safer, more connected school environments. Our solutions,…
Project Architect
Job Details: Architect – Atlanta, GA Seeking an experienced Architect to support ongoing projects in our Atlanta office. Lead technical development and documentation of exceptional work within …
Neurophysiology Tech NonReg, PRN
Overview: Experience the advantages of real career change Join Piedmont to move your career in the right direction. Stay for the diverse teams you’ll love, a shared purpose, and schedule flex…
Construction Intern
Located across Western North Carolina, APAC Atlantic, Inc., Asheville Division, is a leading provider of high-quality asphalt paving services. We pride ourselves in being a premier employer in ou…