Portfolio Analyst Jobs

Job Title: Portfolio Analyst

Corporate Title: Associate – Assistant Vice President

Location: Jacksonville, FL

Overview

Portfolio analysts are responsible for providing support to the portfolio managers in servicing client portfolios. As a member of the investment team, you are responsible for supporting the portfolio managers in the prospecting, implementation, and on-going monitoring of client’s portfolios. As a team player, you should have a strong desire for the breadth of the role and contribution; ability to perform duties ranging from day-to-day administration to high level portfolio management. You will need to work independently with minimal guidance and as part of a team.

What We Offer You

• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
• A diverse and inclusive environment that embraces change, innovation, and collaboration.
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
• Educational resources, matching gift and volunteer programs

What You’ll Do

• Assist the portfolio managers in managing and servicing the discretionary portfolio management (DPM) clients
• Demonstrate knowledge and understanding of the DPM platform
• Responsible for trust investment committee (TIC) and investment advisory committee (IAC) documentation including the (APT) risk questionnaire
• Keep controllable expenses such as overdrafts, errors, and claims to a minimum
• Assist the Portfolio Managers in coordinating overall investment strategy and portfolio construction in line with the overall strategic asset allocation
• Adhere to all regulatory policies and operating procedures; responsible for ensuring proper documentation is on file for all wire requests and following high risk media (HRM) policy

Skills You’ll Need

• Proficient with Microsoft Word, Excel, PowerPoint
• Undergraduate degree in Business, Finance, or related field or equivalent work experience

Skills That Will Help You Excel

• Series 7 and Series 65/66
• An active communicator who engages with internal and external people; highly collaborative, open, transparent, decisive, able to drive decisions forward
• Relationship builder who develops trust and respect with internal and external stakeholders
• Organized and demonstrates sound judgment; strong analytical tool kit with the ability to instill trust and deliver the desired results

Expectations

It is the Bank’s expectation that employees hired into this role will work in the Jacksonville, FL office in accordance with the Bank’s hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

Deutsche Bank Values & Diversity

We believe talent is found in all cultures, countries, races, ethnicities, genders, sexual orientations, disabilities, beliefs, generations, backgrounds and experiences. We pursue a working environment where everyone can be authentic and feel a sense of belonging. Click here to find out more about our diversity and inclusion efforts.

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories.

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