Associate Client Portfolio Analyst, Clark Capital

Job Description Summary

Manage client assets, prepare risk analyses, and generate financial reports. Monitor asset performance, develop strategies to increase ROI and minimize risk, research market trends, and collaborate with the asset management team, analysts, and senior executives.

Job Description

Clark Capital is seeking an Associate 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.

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

Less than 25%

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 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