Portfolio Implementation Analyst
Current- Implementation of portfolio allocations in accordance with the firm’s investment philosophy, process, and tactical portfolio positioning via systematic processes and protocol
- Participate in regularly scheduled account reviews with client-facing teams to stay current on the investment process, positioning, trades, and alignment of portfolio construction to FFA-approved models and asset.
- Implement investment decisions and facilitate the investment process through model management, risk/dispersion reporting, and trade proposals for model abidance
- Rebalancing clients' accounts through the Orion platform by trading equities, mutual funds, and treasuries to ensure holdings are up to weight
- Model Global trades for multiple strategies including calculation of shares/weights, following necessary steps for account exclusions due to cash, trade size, and restrictions, support for allocations
- Trading wrap program accounts – include global trade modeling in Order Management software including complete analysis and resolution of special account trading situations
Sep 2022 - Present
