Job Description
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.
+ Intake prospective client portfolios for review and analysis
+ Direct relevant input to various analysis software to determine weaknesses and strengths
+ Examine analysis reports and synthesize into incisive commentary
+ Convey updates and insights about Clark Capital investments to the sales team in an ongoing and timely manner
+ Engage with advisors and/or clients to address investment concerns or questions
+ Due diligence questionnaire/RFP assistance
+ Ensure compliance with industry and legal regulations and best ...
+ Intake prospective client portfolios for review and analysis
+ Direct relevant input to various analysis software to determine weaknesses and strengths
+ Examine analysis reports and synthesize into incisive commentary
+ Convey updates and insights about Clark Capital investments to the sales team in an ongoing and timely manner
+ Engage with advisors and/or clients to address investment concerns or questions
+ Due diligence questionnaire/RFP assistance
+ Ensure compliance with industry and legal regulations and best ...