Client Portfolio Analyst

Location
Los Angeles, California
Salary
We offer a competitive compensation package including salary, bonus, and additional benefits.
Posted
Jul 07, 2022
Closes
Aug 06, 2022
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

The Client Portfolio Management Team works closely with the Strategy Team in the management of investment portfolios. The role of the Client Portfolio Analyst is to ensure that we understand exactly what our clients' current and future expectations are in terms of performance objectives, risk tolerance, investment style, and regulatory environment, to communicate these expectations to the relevant strategy group and to ensure that the mandate being delivered is fully consistent with client objectives. 

Delivering excellence in servicing while strengthening existing and developing new client relationships are critical functions of this role.  Responsibilities include:    

  • Assist the Portfolio Management group in monitoring portfolios daily for adherence to guidelines, client objectives and product strategy.   
  • Interact with strategy and trading groups in implementing the appropriate investment policy in portfolios.   
  • Assist in the management of clients’ day-to-day needs, including portfolio questions and requests for information. 
  • Communicate effectively with internal parties regarding account-related issues including, but not limited to, cash flow information, client concerns and issues, and strategies employed. 
  • Identify opportunities to introduce other Payden & Rygel strategies and services to clients and consultants. 
     

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