Portfolio Analyst

Job Responsibilities

• Support the delivery and management of centralized portfolio solutions within the firms goals-based investment framework.
• Maintain portfolio management and trading system databases to ensure accuracy and consistency with approved model portfolio constituents.
• Monitor and report on model adoption asset ownership and portfolio strategy implementation across the firms book of business.
• Analyze accounts for model eligibility and assess potential capital gain and loss impacts associated with model adoption.
• Partner with Investment Advisors to facilitate model adoption including documentation and implementation processes.
• Assist in the execution of tactical asset allocation shifts portfolio rebalances and strategic investment changes directed by the Investment Research & Strategy team.
• Develop expertise in portfolio trading and management platforms to enhance implementation efficiency and scalability.
• Support optimization of portfolio management technology workflows and system capabilities.
• Execute account-level transactions when necessary to support broader portfolio management objectives.

• Support the work of the Investment Research & Strategy team across asset classes and investment disciplines.
• Serve as secretary for one or more investment working groups documenting discussions decisions and action items.
• Participate in research and strategy initiatives by preparing reports gathering data and conducting directed analysis under the supervision of senior investment professionals.
• Assist in monitoring portfolio implementation investment exposures and strategy effectiveness.
• Serve as a resource for reporting requests system support questions and operational issues related to portfolio management and trading platforms.

• Produce standard and ad hoc reports related to models asset allocation portfolio holdings and implementation activity.
• Identify opportunities to improve reporting processes data integrity and operational efficiencies.
• Support ongoing enhancements to investment systems and technology platforms.

Minimum Qualification

• Bachelors degree in Finance Economics Business Administration or a related field preferred.
• Series 65 license required or the ability to successfully pass the Series 65 examination within three (3) months of hire.
• General knowledge of investment markets portfolio management asset allocation and investment research concepts.
• Strong analytical quantitative and problem-solving skills.
• Advanced proficiency in Microsoft Excel and proficiency in Microsoft Word and Outlook.
• Experience with portfolio accounting trust accounting trading or investment management systems preferred.
• Experience with Orion Eclipse and related portfolio management platforms is highly preferred.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Ability to work collaboratively across teams and communicate effectively with investment professionals and advisors.
• Demonstrated interest in investment research portfolio construction and institutional portfolio management.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.