Portfolio Review Analyst

This position plays a critical role in supporting advisor new business efforts by producing comprehensive portfolio analysis and insights to assist with the sales process for prospective clients. You will be responsible for creating insightful and accurate analyses to support informed decision-making and foster client confidence during the sales process.

As Portfolio Review Analyst, you will analyze client portfolios, collaborate with internal teams to process data, and create detailed, high-quality reporting using portfolio analysis software. This role offers opportunities to refine technical skills, expand industry knowledge and contribute to the success of a growing, client-focused organization!

You are

• Highly Motivated: Demonstrating a strong work ethic, accountability, and a proactive approach to challenges.

• Meticulous: Ensuring accuracy and precision in all aspects of data handling and reporting.

• Technically Skilled: Proficient with analytical tools (e.g., Morningstar Direct, Excel) and comfortable working with large datasets.

• Knowledgeable About Investments: Understanding core concepts such as mutual funds, ETFs, stocks, bonds, and alternative investments.

• A Problem-Solver: Adept at troubleshooting and resolving data issues efficiently.

• Team-Oriented: Building strong relationships across teams and communicating effectively to achieve shared goals.

• Eager to expand your knowledge and skills, with a commitment to pursuing designations like CFA.

You will

Portfolio Analysis & Reporting:

• Collaborate with the data processing team to upload and validate client holdings data accurately.

• Manage the upload of client portfolio files into Morningstar templates to ensure smooth and efficient analysis.

• Prepare detailed, customized portfolio reports to assess asset allocation, equity and fixed income exposures, portfolio risk and adherence to client objectives.

• Work closely with the Lead Portfolio Review Analyst, Research team, and other partners to ensure timely delivery of high-quality analyses.

Data Management, Quality Control & Troubleshooting:

• Ensure accuracy and consistency in data inputs and portfolio analysis.

• Maintain a robust process for validating and reconciling portfolio data to ensure precision in reporting.

• Troubleshoot data issues, identifying and resolving discrepancies or errors in a timely manner.

• Coordinate with the data processing team to address and rectify recurring data challenges effectively.

Commentary Selection & Customization:

• Select and integrate commentary that aligns with portfolio exposures, ensuring that reporting highlights key insights tailored to client needs.

• Work with partners to refine commentary for consistency, clarity, and relevance to client objectives.

Client Transition Support:

• Communicate findings and recommendations effectively to support client decision-making and business development efforts.

• Provide insights and recommendations to internal partners to address client needs and align portfolios with strategic goals.

Operational Improvement & Innovation:

• Continuously refine portfolio analysis and reporting processes to enhance efficiency and client outcomes.

• Stay updated on industry trends, tools, and standard methodologies to drive innovation in portfolio review processes.

• Learning & Development:

• Actively pursue professional growth through training, certification programs, and industry engagement.

• Build expertise in portfolio management, investment analysis, and client-focused reporting.

You have

• A passion for investment analysis and helping clients achieve financial goals.

• Strong communication and presentation skills to convey complex analyses in a clear, concise manner.

• Experience with portfolio analysis tools, particularly Morningstar Direct (preferred).

• A 4-year undergraduate degree in finance, economics, accounting, or a similar technical field.

• Progress toward the CFA designation or similar certifications (preferred).

• Progress toward the FINRA Series 7 license (preferred)

Location & Travel

• Hybrid Schedule - In office three days per week & work from home two days per week.

• Office locations - Bethlehem (PA), Pittsfield (MA), Holmdel (NJ), Hudson Yards (NYC)

Salary Range:

$66,490.00 - $99,730.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals.  Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits. Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.