AWM, Portfolio Insights Analyst

JobID: 210675536 Category: Sales Support JobSchedule: Full time Posted Date: 2025-10-16T14:04:58+00:00 JobShift: Base Pay/Salary: New York,NY $110,000.00-$130,000.00 Columbus,OH $110,000.00-$130,000.00 The Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection.

On a per request basis, the team is responsible for running analytics, discussing our output, and communicating our market views.

The team is seeking an analyst to associate-level analyst to assist in servicing clients and continued growth of the program.

Specific Responsibilities * Construct analytics to ensure quick turnaround times for full-service requests across major channels.

* Manage offshore channel analytics, escalating to specialists for client calls as needed.

* Support program expansion into Canada by handling increased volume of full-service analytics.

* Collate data from multiple sources and perform data manipulation for program-related content.

* Assist team members with updating and producing timely intellectual capital content.

* Distribute and discuss data-driven content across the organization, supporting program growth.

* Respond to data requests and collaboration opportunities from other teams in a timely manner.

* Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists.

Preferred Qualifications * 3+ years' work experience, ideally involving client interaction.

* Demonstrated record of academic and professional achievement.

* Ability to work effectively within a highly motivated and hard-working team as well as on own initiative.

* Strong communication skills (written and oral). * Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes.

* Ability to interact with colleagues at all levels.

* Ability to create & articulate compelling, thoughtful and creative presentation materials.

* Accuracy and attention to detail is essential with strong analytical acumen.

* Strong technical skills, including a proficiency in PowerPoint, Excel and Word.

* High intellectual aptitude.