Portfolio Analyst Portfolio Analyst …

Wilbanks Smith & Thomas
in Norfolk, VA, United States
Permanent, Full time
Last application, 23 Feb 21
60,000 - 100,000
Wilbanks Smith & Thomas
in Norfolk, VA, United States
Permanent, Full time
Last application, 23 Feb 21
60,000 - 100,000
Portfolio Operations Analyst responsible for supporting senior business managers in investment research and analysis, client service, proposal preparation, advisor onboarding, financial reporting, and operational efficiency.

Our Firm
Located in the Hampton Roads area of Coastal Virginia, the Wilbanks Smith & Thomas is an investment and wealth management firm with 50 staff and $4 billion in assets under management. The firm has been widely recognized as a leader in financial services in the region and is frequently cited in regional awards for its excellent work environment, led by a culture of cooperation and collaboration and a mission for service to the community and its clients.

Support the senior management of the firm in its mission to deliver superior client service and investment returns while nurturing a culture of progress and innovation, anchored by diligent research and tried-and-true best practices. Every member of the firm is dedicated to and defined by our clients' trust and the achievement of their goals. This requires an operational infrastructure that is thorough and accurate, and where every member of the team is empowered to stop the process and question each step in that delivery mechanism to ensure the prioritization of consultation, listening, and transparency in the firm’s client-first approach to business.

Reporting Relationships
The Portfolio Operations Analyst will report to the Chief Operating Officer and routinely be responsible for supporting several different senior business managers in investment, client service, finance, and operations.


  • Data Management, Financial Reporting including:
    • Working closely with the Operations team to prepare, quality control, and deliver data for any routine or ad-hoc requests
    • Support data collection & research for alternative investment opportunities
    • Development of alternatives platform reviews & materials
  • Proposal preparation and related analysis including:
    • Collaborate with Senior Analysts to deliver custom proposals in support of institutional advisory and sub-advisory accounts
    • Support Portfolio Managers in the development of custom proposals
  • Distribution and Client Service support including:
    • Responsible for data entry into various databases in support of distribution channel
    • Maintenance of intermediary distribution partner account information in FactSet and the CRM
    • Coordinate with Marketing as needed for updates or creation of new or custom content
    • Primary responsibility for ongoing operational & investment approach DDQs supporting distribution
    • Support custom institutional reviews
    • Help develop deliverables for distribution, including markets content & factsheets
    • Develop new model dashboards & commentaries
    • Content support
  • Special projects including:
    • Data-driven technology implementations
    • Implementation of proposal tool
    • Support of 401(k) reporting tools
    • Help onboarding new advisor firms
    • Implementation of client marketing materials

"Must Have" Qualifications

  • 2-3 years of work experience in financial services with a basic understanding of global capital markets.
  • Proficiency in the Microsoft Office software suite including Word, Excel, and PowerPoint, requiring an online Excel test with scores above 90% on the Intermediate Level test and above 75% on the Advanced Level test. 
  • Strong oral and written communication skills, including writing samples from previous college coursework or employment experience.
  • Strong analytical and cognitive problem-solving skills, as measured by the Wonderlic assessment. 
  • Strong academic track record including an undergraduate degree in STEM, business, finance, accounting or economics, or a professional career track record in financial planning or accounting.
  • Willingness to be held accountable for independent work product, and function effectively in a fast-paced and collaborative work environment.

Desirable Qualifications

  • Prior career experience in banking, securities, or investment management.
  • Advanced degrees in business, finance, economics, or investments, or professional certification such as a CFA, CPA, CFP, or other business-related qualification.
  • Knowledge of FactSet, Morningstar, Salesforce, Bloomberg, and Orion software tools.

Personal & Professional Competencies

  • Learning Agility - Quickly absorbing new information and the significance of changes in dynamic situations.
  • Curiosity - Demonstrating a passion for learning, speculating on “what if” scenarios, and engaging in strategic inquiry.
  • Analytic Skill - Applying logic and sound reasoning to determine the facts of the case and expose root causes.
  • Conceptual Skill - Understanding complex situations or organizations in their entirety, grasping interrelationships and essential elements, and seeing their implications.
  • Energy/Endurance/Tenacity - Having a high capacity for work and the ability to maintain concentration and full mental and physical ability over long stretches of time.
  • Integrity - Doing the right thing by others, having the courage of own convictions, and adhering to strongly held principles and values.
  • Candor - Being straightforward, frank, and direct others, but with respect.
  • Empathy - Understanding and acknowledging the feelings and experiences of others and acting out of a consideration for those feelings and experiences.
  • Sense of Humor - Being able to be self-deprecatory and to see the lighter side of difficult situations.


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