Job description
Position Title: Portfolio Analyst
About Our Firm: Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. We are a well-established and growing RIA with expertise in investment and wealth planning for ultra-high-net-worth ($25M+) individuals and business owners. As an independent, fee-based firm, we are committed to helping our clients achieve peace of mind by serving them with the highest level of integrity and ensuring that their business and personal affairs are always in order. The common trait they share is too little time to take care of the strategic and tactical planning needed to secure their financial objectives.
Position Summary: This position is responsible for building, analyzing, and managing/rebalancing client portfolios. The Portfolio Analyst will also provide support to the Portfolio Management team and Legacy’s Client Advisors in further developing our portfolio management capabilities and asset allocation activities. You will play an integral part in helping our clients implement their investment planning strategies to ensure their assets are always aligned with their personal objectives.
Position Responsibilities:
- Core responsibilities will include but not limited to portfolio implementation, rebalancing, ongoing portfolio monitoring, trading and maintaining asset allocation.
- Overseeing the reconciliation of trade orders, settlement and/or operational issues, and mediating with custodians where necessary.
- Developing and maintaining knowledge of market structure, liquidity, and transaction costs to bring an informed perspective to the research and implementation process.
- Working closely with Client Advisors and Portfolio Managers to achieve our client’s wealth management goals and objectives.
- Actively communicating daily market movements, trends, and potential trade opportunities within accounts.
- Assist Portfolio Managers onboarding, transitioning, modifying and the ongoing management of client investments from conceptualization through construction of client portfolios.
- Derive and implement all client portfolio activities consistent with the client’s and firm’s investment objectives and make suitable investment recommendations.
- Assisting with the generation, review, and communication of periodic reports (e.g., transaction, cash flow, portfolio drift) for possible investment implications.
- Maintain global security equivalents list.
- Assist with firm compliance and regulatory reviews
- Monitor cash balances and periodic money movement to proactively discuss with Client Teams.
Background Requirements/Preferences:
- 3+ years of industry related experience
- BA, BS, or Graduate degree in business, accounting, finance, economics, or computer science
- CFA or industry licensing preferred
- Working knowledge of marketable security types, including equities, ETFs, mutual funds, individual stocks and bonds, unit trusts, SMAs and Alternative Investments/Limited Partnerships (e.g. Hedge Funds & Private Equity, etc.)
- Proficiency in Word, Excel, Outlook and experience working in portfolio management/rebalancing software (e.g. RedBlack, Addepar, Tamarac) as well as performance reporting software (e.g. Black Diamond, Orion, Investment)
- Experience in trading portfolios across multiple custodians with complex liquidity structures preferred
- Familiarity with common high-net-worth family wealth structures, including trusts preferred
- Detail-oriented, accurate, organized, able to set priorities and work independently.
- Strong written and verbal communication skills.
- Self-starter, ability to take initiative. Takes ownership of actions and responsibilities.
- Team player, collaborative, able to work with and through others.
- High degree of personal integrity.
- Adheres to and promotes our Firm culture and values.
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