Client Portfolio Analyst, Clark Capital

Job Description Summary

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.

Job Description

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.

• Intake prospective client portfolios for review and analysis 

• Direct relevant input to various analysis software to determine weaknesses and strengths 

• Examine analysis reports and synthesize 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 

• Due diligence questionnaire/RFP assistance 

• 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 challenging 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 

Education

Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: Finance

Work Experience

General Experience - 13 months to 3 years

Certifications

Travel

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

 

 

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 

We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.