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Institutional Portfolio Strategy Analyst
Job in
Berwyn, Chester County, Pennsylvania, 19312, USA
Listed on 2026-08-29
Listing for:
WSFS Bank
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Analyst
Job Description & How to Apply Below
Bryn Mawr Trust, a WSFS Company, seeks a Portfolio Analyst to join the Investment Research & Strategy team in Berwyn, PA. The role focuses on implementing centralized portfolio solutions and supporting model adoption across client accounts.
You will build expertise in portfolio trading platforms, ensure data integrity, and collaborate with Investment Advisors to execute strategic allocations. A Bachelor’s degree and Excel proficiency are required, with Series 65 readiness preferred.
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