Client Portfolio Analyst

Job Description Summary

Clark Capital is seeking a motivated individual with proven organizational skills to support the internal and external Client Portfolio Management (CPM) team. Candidate should be a self-starter who is comfortable managing complex and evolving situations in a fast-paced environment. The successful candidate will be a team player, obsessed with details, resourceful and selfless in the execution of all tasks. The Data Specialist will be a key liaison coordinating a variety of tasks between the CPM team and various constituents (FAs, clients, Clark sales teams) with a particular emphasis on data entry.

• Intake prospective client portfolios
• Input data from statements into Excel
• Log information into Salesforce
• Ensures compliance with industry and legal regulations and best practices, and adherence to company processes and procedures
• Performs other duties as required

• Ability to handle multiple tasks simultaneously and meet deadlines as needed
• Familiarity with Excel and the ability to learn and master internal technologies and programs
• Willingness and enthusiasm to learn about the investment business
• Comfortable in a key support role position
• Strong communication and interpersonal skills
• Strong work ethic, self-starter
• Excellent verbal and writing skills
• College degree preferred

• Bachelor’s:
  Business Administration
• Bachelor’s:
  Economics
• Bachelor’s:
  Finance

General Experience - 13 months to 3 years

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM)

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave);

and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.