What are the responsibilities and job description for the Institutional Portfolio Analyst position at Bahl & Gaynor?
Job Description :
We are seeking a diligent and proactive Institutional Portfolio Analyst to elevate our service standards and optimize our reporting structures at Bahl & Gaynor. The analyst will play a pivotal role in enhancing client relationships through superior data management, reporting accuracy, and client interaction. Bahl & Gaynor manages over $50 billion in total assets, including approximately $6 billion of direct institutional assets.
Key Responsibilities :
- Develop and maintain sophisticated client reports and institutional portfolio summaries.
- Implement digital tools to streamline portfolio reporting and distribution tools.
- Ensure portfolio compliance with Investment Policy Statements and Socially Responsible Investment mandates.
- Actively respond to client inquiries and participate in client meetings.
- Generate accurate and timely investment reports, including monthly portfolio summaries for various stakeholders.
- Conduct portfolio performance analyses and maintain GIPS®-compliant performance results.
- Collaborate with marketing, legal, and compliance teams to ensure all external and client reporting adheres to regulatory requirements.
- Automate reporting processes, enhance report functionality, and collaborate with the internal coding team.
- Translate complex data sets into actionable insights for various audiences.
- Support regular investment and reporting cycles, ensuring deadlines are met efficiently.
Ideal Candidate :
Additional Information : Based primarily at our headquarters in Downtown Cincinnati, this role offers a dynamic environment with extensive exposure to institutional asset management at one of the nation’s largest active dividend growth investment firms. You will have the opportunity to grow professionally and be rewarded economically. Join us to contribute to a team that values transparency, accountability, and consistent client satisfaction.
To Apply : Please submit your resume along with a cover letter outlining your relevant experience and why you are the best fit for this role.
We offer : Competitive salary, comprehensive benefits, and a supportive environment dedicated to professional growth and development.