• Execute buys and sells of equity securities, including: US and non-US common stock, Preferred stock, Equity Derivatives.
• Research/analyze market levels and provide market color/insights
• Monitor PM’s and Strategist’s price targets.
• Monitor compliance limits for portfolios, resolve trade issues, and price securities.

Portfolio Analyst responsibilities:

• Formulate and construct trade programs that adhere to investment guidelines.
• Determine and analyze portfolio construction and risk exposures.
• Perform portfolio and index level performance analyses.
• Prepare monthly/quarterly/yearly reports – including marketing materials, regulatory/mutual fund deliverables, and client and prospect requests.
• Perform portfolio, index, and security analyses.
• Maintain question/answer RFP database.  Assist in responding to RFPs
• Longer-term: equity/bond research projects – building relative value databases for equity securities vs. corporates and HY, factor/performance analysis.

• Collaborative, bright, quick learner, good attitude, attention to detail, articulate.
• Two to five years of relevant experience required.
• Programming/database management skills desired.
• College degree required, as is a CFA or CFA candidacy.
• Collaborative, bright, quick learner, good attitude, attention to detail, articulate.
• Two to five years of relevant experience required.
• Programming/database management skills desired.
• College degree required, as is a CFA or CFA candidacy.