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Portfolio Analyst
Job in
Stamford, Fairfield County, Connecticut, 06925, USA
Listed on 2026-09-06
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-06
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
- Provide licensed investment and analytical support to Individual/Trust Account Portfolio Managers
- Conduct economic, market, industry, portfolio, risk, and loss forecasting analysis
- Prepare trust portfolio status and performance reports for clients and management
- Participate in client review meetings and present portfolio performance and investment strategies
- Assist with stock, bond, and mutual fund trade execution and verification
- Monitor portfolio assets and adherence to client investment policy statements
- Develop observations and investment recommendations for portfolio adjustments
- Monitor portfolio rebalancing and help resolve client service issues
- Gather client information with TCSG for service resolution
- Initiate client service requests through Salesforce CRM and liaise among TCSG, clients, and Portfolio Management
- Update wealth management databases and client records
- Conduct ad hoc research requested by management
- 2+ years of financial services experience
- FINRA Series 65 license must be obtained within 120 days from start date; preferred and may be obtained within 90 days if not currently licensed
- Beginner or intermediate level of investment knowledge
- Bachelor’s degree preferred qualification
- Strong attention to detail and organizational skills
- Ability to prioritize tasks and manage multiple priorities
- Client-facing relationship management experience
- Self-directed, motivated, and able to work with minimal supervision
- Ability to work independently and as part of a team
- Excellent written and verbal communication skills
- Ability to analyze and prioritize large amounts of information
- Knowledge of capital markets and the investment management industry
- Sedentary work capability
Demonstrates expertise in investment analysis, portfolio management, and client relationship management, with a strong focus on attention to detail and organizational skills. Proficient in utilizing Salesforce CRM for client service requests and maintaining accurate wealth management databases.
Highest-signal resume keywords- FINRA Series 65 License
- Investment Knowledge
- Client-Facing Relationship Management
- Portfolio Management
- Capital Markets Knowledge
- Investment Analysis
- Portfolio Performance Reporting
- Risk Forecasting
- Trade Execution
- Portfolio Rebalancing
- Ad Hoc Research
- Economic Analysis
- Market Analysis
- Loss Forecasting
- Client Information Gathering
- Attention to Detail
- Organizational Skills
- Task Prioritization
- Self-Motivation
- Team Collaboration
- Written Communication
- Verbal Communication
- FINRA Series 65 License
- Financial Services
- Investment Management
- Capital Markets
- Portfolio Management
- Client Investment Policy Statements
- Salesforce CRM
- Wealth Management Databases
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