(Danville) Portfolio / Investment Analyst needed. F/T - Direct Placement - Please see below for detailed job description.
Strategic Work:
• Qualitative and quantitative analysis of investment managers (separate accounts, etf’s, stocks, bonds, mutual funds, etc.) and securities related to the construction and evaluation of client portfolios.
• Research and analyze investment manager and total fund data, including returns, style and portfolio characteristics.
• Implementation of proactive quality assurance
• Security and Annuity regulatory requirements
• Develop and present clear and concise analysis with recommendations
• Preparation of Reports for Client Appointments/Performance Reviews
• Report Generation- (Client Reviews, Morningstar Illustrations, Investment Company Illustrations, Performance Reports, Analysis Reports, Company Statistics)
• Periodic account transaction/transition/rebalancing oversight.
• Trades- buys and sells; Annuity Exchanges, Subaccount Allocation Changes
• Compliance – Investment Switch and Prospectus Receipt forms, VA tool
• Establish relationship with Outside and Inside wholesalers
• Required Continuing Education and Firm Element Requirements
• Assist with Projects as needed
• Proactive current investment and economic research/literature- Read and/or attend Webcasts, Conference calls, etc.
• Proactive Security Watchlists
• Ongoing training of technology, systems and procedures: Goldmine, Morningstar, Laserfiche, Telephone System, and BranchNet:
• LPL Trading Platforms- Options, Bond, Stock, Bond, ETF, Mutual Fund, Annuity analysis
• Other duties as assigned:
o Documentation of every transaction and interaction with Client/Prospect in databases and paperless client files.
o Cross-Trained in Operational duties for vacation coverage
More Details.
About Me
- Dynamic Office & Accounting Solutions
- Dynamic Office & Accounting Solutions, headquartered in Danville, California, offers Direct Hire/Full Time, Contract, Temporary, Temp to Hire, and Working Interview placement services throughout Contra Costa, Alameda, San Francisco, Sacramento , Los Angeles and Orange counties. Our specialties include office, accounting, customer service, sales and we have recently added a medical office staffing division. More than “just another staffing firm” we work hard to uphold our name “Dynamic”. We strive to be the most effective, enthusiastic, innovative and resourceful professionals in the industry. Founded in 1997, Dynamic is a woman-owned and operated business and has been rated as a Top 50 Staffing Firms, Top 100 Women Owned Businesses, and the Top 100 Fastest Growing Privately Held Companies.