Grow your career with a growing organization
Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
As a Portfolio Analyst, you will support Private Funds portfolio management reporting and other analysis activities as needed. You’ll be responsible for compiling and managing data, assist with updating regional teams on all activities of the Private Funds Team, reviewing and correcting Private Funds reports and working with managers of SMAs to ensure compliance and accurate and timely reporting on SMA portfolios.
What you will do:
- Assist team in all aspects of private funds portfolio management; the Portfolio Analyst will independently manage their work to develop and improve processes to meet evolving investment industry, risk. and compliance needs. Participates in new projects on an as-needed basis
- Proactively builds, runs, and manages internal analytics and data processes; acts as subject matter expert for portfolio and pipeline
- Interacts with SMA and Fund managers to answer questions, collect information and analyze reports
- Works closely with LifeCo and regional investment teams and cross-functional teams such as legal, tax and risk with respect to all portfolio management requests
- Prepares and facilitates team meetings and research discussions; delivers oral and written presentations
What you will bring:
- 3 years experience involving portfolio analysis and reporting; or related experience in a similar role
- Bachelor’s Degree in Business, Finance, Accounting, Computer Science, Mathematics, or related field
- Intermediate to advanced skills in Excel and database tools. Proficiency in PowerPoint and Word
What will set you apart:
- Strong attention to detail, math and business writing skills
- Ability to handle multiple priorities and interactions with senior professionals
Location:
The preference for the Portfolio Analyst is to work out of the Greenwood Village, CO office on a hybrid schedule (3 days in office). We may also consider qualified candidates for a remote position in a different city/state.
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
Base Salary Range$66,200.00 – $93,575.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer • Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.