What are the responsibilities and job description for the Investment and Portfolio Analyst position at AMERICAN PORTFOLIOS HOLDINGS INC?
Investment and Portfolio Analyst | Advisory Services
Would you like to have an impact on the future growth and profitability of a competitively strong financial services firm? At American Portfolios, we operate in a team-based environment, made up of a diverse group of associates who are passionate, innovative and focused. We’re proud of our history, stability and proven track record of success. American Portfolios has numerous recognitions by a number of industry publications and organizations. Such acknowledgment includes: multiple Broker-Dealer of the Year* (Division III) wins by Investment Advisor magazine; multiple finalist and award wins by WealthManagement.com Industry Award in multiple categories**; Corporate Citizen of the Year by Long Island Business News; multiple top placements as one of the Best Companies to Work for in the state of New York by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG); and one of the Top Long Island Workplaces by Newsday.
Sound like a company you’d like to join? American Portfolios (AP) has an immediate need for an investment and portfolio analyst, with a passion for investing, working within the firm’s advisory services area, American Portfolios Advisors, Inc. (APA). In this role, the individual will conduct financial analysis to assess investment opportunities, build and maintain financial and valuation models, conduct portfolio performance analysis, and convey investment strategy merits and positioning. FactSet and Morningstar Direct or Morningstar Workstation is a plus.
Responsibilities
- Conduct fundamental financial analysis to assess investment opportunities for asset-allocation strategies
- Build and maintain financial and valuation models, as well as charts and investment signals
- Conduct portfolio performance analysis by various factors such as by geography, sector and/or fundamental in equities, fixed income and alternative asset classes
- Communicate due diligence findings to investment team
- Convey investment strategy merits and positioning to financial advisor clients
- Maintain and participate in development of marketing materials for in-house investment strategies
- Upload investment models to various investment and trading platforms where in-house strategies are utilized
Job Requirements
- High-level understanding of asset allocation and portfolio construction
- Passion for investing
- Excellent writing and communications skills
- Ability to work independently and produce positive results with minimal direction
- Proficiency with computer programs, including Microsoft Word and Excel, as well as PowerPoint
Education and Experience
- Bachelor’s degree with a concentration in economics or finance
- FINRA Series 7, 63 and 65/66 licenses
- Familiarity with FactSet and Morningstar Direct or Morningstar Workstation a plus
- Interest in pursuing CFA designation
Limitations and Disclaimer
The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. American Portfolios provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at will” basis.
* Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker/dealers rated highest by their representatives are awarded “Broker/Dealer (B/D) of the Year.”
** Wealthmanagement.com Industry Award finalists are selected by a panel of independent judges made up of subject matter experts in the industry. Award is based on support provided to AP’s affiliated people, and does not reflect public customers nor their account performance.
