Senior Specialist, IWM Portfolio Analyst

We're seeking a future team member for the role of Senior Associate, IWM Portfolio Analyst to join our Wealth Management team. This role is located in New York, NY.

- Assist Portfolio Managers in managing complex aspects of domestic and international portfolios, including researching potential business profitability. - Calculate the impact of strategy changes on portfolios and analyze transaction suitability. - Prepare trades and monitor clearing compliance notifications to ensure regulatory adherence. - Provide investment reporting and analytics for assigned investment teams, supporting marketing and client service teams with data requests. - Interpret performance attribution and track error reports to generate detailed portfolio analytics for business decision-making.

- Bachelor's degree or equivalent combination of education and experience; MBA and/or CFA preferred. - 3-5 years of prior financial or investment experience. - Strong analytical skills with the ability to conduct detailed portfolio analysis and prepare impactful reports. - Experience working collaboratively with portfolio managers and cross-functional teams. - No direct people leadership responsibilities.