Job Description

Job Statement

The main responsibility of the Advisory Analyst is to assist the Director of Advisory Solutions in the overall management of Advisory Solutions clients primarily through trading, monitoring, and reporting for individual client and model portfolios.

Essential Duties and Responsibilities

Below is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below.

• Serve as a member of the Advisory Solutions team that is responsible for the review and implementation of the firm’s investment process for multi-asset class investment solutions (asset allocation, investment manager search & selection, portfolio construction & optimization, portfolio risk analysis, ongoing monitoring, and rebalancing).
• Coordinate account onboarding efforts for all Advisory Solutions clients.
• Serve as portfolio manager for assigned model & client investment portfolios.
• Monitor client portfolio cash balances and respond to daily portfolio requests & needs.
• Maintain investment models in Morningstar Direct utilized for performance monitoring.
• Author quarterly performance attribution commentaries for investment models & client portfolios.
• Coordinate with client service & marketing teams in quality control efforts to ensure accuracy of client reports.
• Support investment manager screening efforts & due diligence on mutual funds and separate account managers. This includes an analysis of each manager’s investment philosophy, process, and performance.
• Support communications with portfolio managers, advisors, clients and others by providing investment recommendations, research reports, and presentations on the managers and products on the platform.
• Identify and analyze opportunities to improve the manager search and selection process.
• Perform other duties as assigned by the Director of Advisory Solutions.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• University degree, college diploma or relevant working experience
• Bachelor’s Degree in Business or related field, or equivalent education and related training
• 3 or more years of investment experience
• Good written and verbal communication skills
• Working knowledge of various computer applications such as Microsoft Office

Preferred Qualifications:

• MBA or graduate degree in related field
• CFA or progress towards CFA
• 5+ years of investment experience

Compensation:

• Commensurate with experience

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