Client Portfolio Analyst

Location: Philadelphia – 1650 Market Street Floor 53

Time type: Full time

Job Description Summary

Clark Capital is seeking a Client Portfolio Analyst who will engage with Clark Capital’s Investment Team to understand and effectively represent the firm’s investment philosophy and process. This is combined with an ability to analyze client portfolios and make determinations about how a Clark Capital portfolio could add value. The ideal candidate demonstrates adaptability and creativity in order to help shape an evolving and dynamic endeavor.

Job Description

Education
Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: Finance

Work Experience
General Experience
13 months to 3 years

Certifications
Securities Industry Essentials Exam (SIE) – Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) – National Center for Housing Management (NCHM)

Travel

Work Style
Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.