What are the responsibilities and job description for the Client Portfolio Analyst position at Clark Capital Management Group?
Clark Capital is seeking a Client Portfolio Analyst who will engage with Clark Capital's Investment Team to understand and effectively represent the firm's investment philosophy and process. This is combined with an ability to analyze client portfolios and make determinations about how a Clark Capital portfolio could add value. The ideal candidate demonstrates adaptability and creativity in order to help shape an evolving and dynamic endeavor.
Essential Functions
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Intake prospective client portfolios for review and analysis
- Direct relevant input to various analysis software to determine weaknesses & strengths
- Examine analysis reports and synthesize them into incisive commentary
- Convey updates and insights about Clark Capital investments to the sales team in an ongoing and timely manner
- Engage with advisors and/or clients to address investment concerns or questions
- Facilitate allocation reviews with partner advisors.
- Ensure compliance with industry and legal regulations and best practices, and adherence to company processes and procedures
- Maintain knowledge in developing trends and technologies in the industry
- Perform other duties as required
Qualifications
- Ability to manage heavy workflow and meet deadlines
- Strong presentation, writing, and interpersonal skills with the ability to communicate difficult portfolio concepts to diverse audiences with varying degrees of investment expertise and the ability to discern and adapt to that level of investment sophistication
- Organizational proficiency in order to manage a high volume of opportunities and tasks
- Comfort working in a fast-paced, dynamic marketplace
- Ability to problem-solve and take initiative
- Experience or aptitude for working with FactSet, Bloomberg, Morningstar, Excel, PowerPoint, and Adobe and the ability to learn and master internal technologies and programs
- College degree preferred
About Clark Capital
Clark Capital Management Group is an Equal Opportunity Employer and offers excellent compensation packages that include competitive pay, comprehensive health insurance benefits, 401(k) retirement plan with matching, and career/professional development assistance.
Clark Capital Management Group is a registered investment advisor that provides fee-based investment advisory solutions for financial professionals through external investment platforms.
We are passionately committed to helping clients achieve their life goals. Our focus on excellence and our culture of accomplishment attract high-performing, collaborative team members who seek to make a positive impact on the lives of the clients and financial advisors we serve.
Please visit our website at www.ccmg.com for more information.
Behaviors
Preferred- Team Player: Works well as a member of a group
- Enthusiastic: Shows intense and eager enjoyment and interest
- Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
- Dedicated: Devoted to a task or purpose with loyalty or integrity
Motivations
Preferred- Goal Completion: Inspired to perform well by the completion of tasks
- Entrepreneurial Spirit: Inspired to perform well by an ability to drive new ventures within the business
- Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization