Position type: Full-time
Location: Berwyn, PA
Schedule: Monday – Friday
Hybrid/Onsite
Description:
The Senior Portfolio Analyst will assist the Director of Investment Advisory Services (DIAS) in the leadership of Investment Associates and Portfolio Analysts. The incumbent is responsible for providing high-level service delivery to Investment Advisers, intermediaries, and internal clients of the Wealth Management Division (IT, Audit, Trust Operations, etc.). The incumbent will lead projects related to process improvement, management of block trading across BMT (including strategic and tactical rebalancing of investment models), and assessment of trading and account management systems. The Senior Portfolio Analyst will collaborate with investment research leaders to monitor and oversee investment methodology across BMT. This position requires internal communications, including participation in select internal committee meetings; knowledge, understanding, and application of fiduciary and investment principles, including Reg 9 compliance requirements; knowledge of securities processing and clearing; knowledge of trust & accounting systems; knowledge of investment systems to support trading and performance analysis (First Rate and Investor’s View specifically) and technology to support recordkeeping and payment history (SunGard); and interface with Trust Operations Service Partners.
Responsibilities:
1. Directly support Investment Advisors on one or more advisory teams a. Monitor asset allocation, security selection and liquidity needs of clients to ensure that portfolios are managed in accordance with investment policy statements and client preferences.
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