Sr Portfolio Analyst

In the spirit of pay transparency, we are excited to share the base salary range for this position is $110,000.00 to $130,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual corporate bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Participate in market research

• Update and provide analysis on Market Monitor and Macro Indicators

Participate in the due diligence process for institutional quality third-party managers

• Attend third-party manager meetings

• Contribute questions and insight on outside managers

• Help draft Due Diligences Reports

• Run quantitative screens and attribution reports

Understanding of quantitative and systematic investment philosophies

• Conduct quarterly screens for our internally managed, factor-based equity portfolios

• Create annual capital market assumptions for asset allocation discussions

• Help with risk management and model validation

Integrate with investment team

• Develop and maintain a deep understanding in areas of specialty and a general understanding of all other services provided by the team

• Contribute to team meetings/discussion by sharing insights based on sector expertise

• Seek to understand other aspects of investments to enhance the team’s depth of knowledge

Assist investment team with special projects as required

• Participation with enthusiasm in one-time special investment related projects, which will inevitably occur as a dynamic and growing firm.

Partners with Portfolio Consulting

• Communicate and provide thought leadership within the firm around investment and economic topics

• Update Portfolio Descriptions and create periodic portfolio commentaries for distribution to advisor teams

• Create and distribute content and assistance proactively, to increase awareness and usage of WE investment services

Education/Qualifications

• 4-year degree in business, finance, or economics

• 4-7 years’ experience within investments; financial products

• CFA or CAIA advanced designation preferred

• Commitment to high standard of ethical behavior; demonstrates trustworthiness

• Excellent analytical and quantitative skills

• Detail oriented; able to work with deadlines and be flexible 

• Professional interactions with department customers

• Excellent oral and written communication skills

• Ability to work as a team member; positive solution-focused attitude

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Senior level is $87,400.00 to $131,100.00. The base salary range bolded above is what we expect to pay as a starting range for this position.

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