What are the responsibilities and job description for the Portfolio Analyst position at MainStreet Advisors?
Job Description
Job Description
MainStreet Advisors, an independent, Chicago-based Registered Investment Advisor seeks a Portfolio Analyst to support our portfolio management team. With over $5 billion in assets under advisement, the company’s focus is providing investment advisory, client communication, and marketing support to community bank trust and wealth management departments throughout the country. Through our trust relationships, we help manage assets for large institutional clients, individuals, trusts, foundations, endowments, agencies, and retirement accounts.
This key role is a vital part of MSA’s portfolio management and client service capacity. Portfolio Analysts contribute both to the management and administration of client portfolios and relationships, and to the creation of MSA investment research and models. As with all positions at MainStreet Advisors, the roles and responsibilities of this position will change as the company and investment industry evolve and client's needs and requirements change. Currently, this position will involve a combination of analysis responsibilities, portfolio administration, and presentation coordination.
Duties and Responsibilities
Client Portfolio Management :
- Interact directly with and builds relationship of trust with clients through email and phone; some limited travel to client sites
- Work closely with Portfolio Manager to understand investment and operational nuances of each client, and to implement a service plan
- Utilize MSA proprietary software to prepare reviews of client portfolios for compliance with internal investment models and for ad hoc requests such as raising cash levels
- Provide client coverage when the client Portfolio Manager is out of the office
- Execute client projects such as RFP responses, investment presentations, and performance tracking
- Generate proposals for prospect opportunities to build team revenue and assets
Investment Committees :
Marketing and Investment Publications / Presentations :
Knowledge, Skills, and Abilities Required
Our firm is growing fast. We are looking for someone with energy, intellectual curiosity and ambition to join our team and contribute to our continued success. This is a Chicago based role.