Institutional Portfolio Analyst - Strategy & Trading
Bryn Mawr Trust Advisors, LLC
Bryn Mawr Trust Advisors, a WSFS Company, seeks a Portfolio Analyst to support centralized portfolio solutions and model management. You will help implement investment strategies, maintain trading systems, and drive efficiency across client accounts within the Investment Research & Strategy team. This role emphasizes institutional portfolio management, model adoption, and strong collaboration with Investment Advisors and senior professionals. A Series 65 and finance background are preferred. #J-18808-Ljbffr Bryn Mawr Trust Advisors, LLC
- ...WSFS Company, is seeking a Portfolio Analyst to support centralized portfolio... ...portfolio management and trading systems, assist with model adoption... .... The role emphasizes institutional portfolio management, with exposure to research, strategy implementation, and...Suggested
- ...Trust, a WSFS Company, seeks a Portfolio Analyst to support centralized... ..., portfolio construction, and strategy implementation. The role emphasizes institutional portfolio management, reporting... ...strong exposure to portfolio trading systems and technology enhancements...Suggested
$94.88k - $151.8k
...Lincoln officeRelocation assistance: is not available for this opportunity.Requisition #: 76399The Role at a GlanceThe Analyst on the Funds Strategy Team is a key contributor supporting fund strategy, analytics, project management, and business reporting across Lincoln...SuggestedWork experience placementWork at office3 days per week$64.49k - $105.95k
...Portfolio Analyst Bryn Mawr Trust, a WSFS Company, provides locally... ...individual, corporate, and institutional clients through multiple integrated... ...' Investment Research & Strategy team, which is responsible... ...construction, and trading. This role primarily supports...SuggestedFlexible hoursShift work- ...Officer to lead the Asset Management Group, set investment strategy, and oversee portfolio construction across a multi-office firm. You will chair the Investment Committee, drive due diligence, and manage trading infrastructure while ensuring fiduciary standards across...SuggestedWork at office
$140k - $150k
...communication. Requires EA and ASA/FSA credentials and 10+ years in consulting. Base compensation ranges from $140,000 to $150,000, with comprehensive benefits and opportunities to influence retirement and actuarial strategies for diverse clients. #J-18808-Ljbffr Acrisure- ...alternative investments available into advisor allocations and client portfolios, including through phone calls, emails and campaigns,... ...alternative investments available and be able to communicate the strategy, risks and benefits to advisors Develop relationships with...Remote work
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