Senior Portfolio Evaluation Analyst

The Opportunity: Are you a methodical thinker, intellectually curious, and motivated to guide others? As a Portfolio Evaluation Analyst, you will deliver custom portfolio solutions for clients with complex and significant asset situations. You will report to the Portfolio Evaluation Group Manager and serve as the primary PMG (Portfolio Management Group) coordinator and point of accountability for complex High AUM (High Assets Under Management) client cases. You will partner closely with High AUM Investment Counselors,...