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Added 57 mins ago
ER
Group Head of AI
EVEREST REINSURANCE COMPANY
Warren, NJ
- $250,000 to $310,000 USD / year
…Head of AI will serve as a senior leader within the Global Operations & IT organization and act as an advisor to the Everest Group executive leadership team. They will ensure AI initiatives…
Added 1 hour ago
Senior HR Business Partner
Apptronik
Austin, TX
…Product/Design and Finance. This role will serve as a trusted advisor to leaders and employees, translating business priorities into people strategies that strengthen organizational…
Added 1 hour ago
Regional Dynamics Analyst Support - AFCENT 4.6
Credence
Shaw Air Force Base, SC
Serve as Regional Dynamics subject matter expert and advisor to ACC and 51st Intelligence Squadron, providing analytic oversight and quality control to training, daily operations, and…
Added 1 hour ago
Principal Security Services Support F-16 WAM (Secret) - 209
Credence
WPAFB, OH
Act as security advisor to the SSWG, or other security-related IPTs, for the preparation of program security standards
Added 1 hour ago
Journeyman Security Services Support F-16 WAM (Secret) - 210
Credence
WPAFB, OH
Act as security advisor to the SSWG, or other security-related IPTs, for the preparation of program security standard
Added 1 hour ago
Senior Program Manager F-16 WAM (Top Secret)- 211
Credence
WPAFB, OH
Assist with the analysis of war fighter requirements with ACC and serve as key advisor to F-16 Division leadership on mission-critical capability trades.
Added 1 hour ago
AI Product Sales Manager
Rubrik
Jefferson City, MO
+ Serve as a trusted business advisor to customers and act as the agentic AI go-to-market expert when positioning Rubrik's cloud capabilities to key accounts.
Added 1 hour ago
Senior Sales Engineer
Beacon EmbeddedWorks
Eden Prairie, MN
…engineering teams and the credibility to be their trusted technical advisor through long design-in…
Added 1 hour ago
SA
Associate Maintenance Programs Consultant - DMX
Southwest Airlines
Dallas, TX
- $81,200 to $90,200 USD / year
Act as a strategic advisor and change agent to Technical Operations leadership
Added 1 hour ago
Senior Project Manager
Crawford Architects, LLC
San Antonio, TX
The Senior Project Manager serves as the municipality’s lead advisor for complex, developer-led capital projects that advance public objectives. The role oversees planning, procurement,…
Added 2 hours ago
S
Beauty Advisor - Part Time
sephora.com
Corpus Christi
- $18 to $20.5 USD / hour
- Part-time
Your role at Sephora: As a Beauty Advisor, you’ll be the face of Sephora - welcoming every client with warmth, confidence, and a passion for all things beauty. Through personalized…
Added 2 hours ago
S
Beauty Advisor - Part Time
sephora.com
Westminster
- $19.8 to $22.9 USD / hour
- Part-time
Your role at Sephora: As a Beauty Advisor, you’ll be the face of Sephora - welcoming every client with warmth, confidence, and a passion for all things beauty. Through personalized…
Added 2 hours ago
Project Manager- Commercial & Industrial Services
CP Engineers
Remote, United States
…from concept through construction while serving as a trusted advisor to clients and project…
Added 2 hours ago
Project Manager- Commercial & Industrial Services
CP Engineers
Remote, United States
…from concept through construction while serving as a trusted advisor to clients and project…
Added 2 hours ago
Strategic Bomber Subject Matter Expert (SME) - JETARS
The Garrett Group
Offutt AFB, NE
The Strategic Bomber Subject Matter Expert (SME) provides senior-level expertise on U.S. strategic bomber operations in direct support of United States Strategic Command (USSTRATCOM) Joint…
Added 2 hours ago
Account Executive, Existing Customers
Coursedog
Remote, United States
…with higher education institutions, serving as their trusted advisor and strategic partner. You'll be responsible for ensuring customer success and satisfaction while driving adoption and…
Added 2 hours ago
Admin & HR Director (Mandarin Speaking)
CorDx
Alpharetta, GA
The Admin & HR Director will oversee Human Resources and Administrative operations, ensuring smooth daily management and a positive, compliant, and performance-focused work environment.…
Added 2 hours ago
Administrative Officer
Veterans Affairs, Veterans Health Administration
Kansas City, MO
Added 2 hours ago
UO
HR Director Partner Services, Operations
University of Colorado Denver
Boulder, CO
- $136,300 to $175,000 USD / year
The HR Director works regularly with the Senior Vice Chancellor for Operations and central Human Resources, Legal, Employee Relations, Organizational and Employee Development, Talent…
Added 3 hours ago
US
Lab Technician - Anesthesiology - 141977
UC San Diego/UC San Diego Health
San Diego, CA
- $27.54 to $28.78 USD / hour
UCSD Layoff from Career Appointment: Apply by 11/12/2026 for consideration with preference for rehire. All layoff applicants should contact their Employment Advisor.
Added 3 hours ago
G
Chief Loan Officer
GPAC
Shawnee, KS
- $120,000 to $150,000 USD / year
Added 3 hours ago
Business Management Operations III - (B3)
Applied Materials
Santa Clara, CA · Santa Clara
Added 3 hours ago
G
Agricultural Loan Officer
GPAC
Topeka, KS
- $65,000 to $130,000 USD / year
Added 3 hours ago
G
Go-getter in F2F sales? Want to help the farmer?
GPAC
Dalhart, TX
- $85,000 to $120,000 USD / year
- Collaborate with credit and operations teams to ensure seamless service and risk management.
Added 3 hours ago
G
Willing to train Ag Loan Officer
GPAC
Moscow, KS
- $58,000 to $75,000 USD / year

Closed listing

Osaic, Inc.

Senior Analyst, Portfolio Analytics & Implementation

United States

This opening has closed.

The original listing is kept below for reference.

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Job details

Education: Bachelor’s degree
Experience: 7+ years of experience in wealth management, investment management, portfolio analytics, or a related investment function.
Posting language: English
Posted: Oct 29, 2026

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Original job description

Archived listing. The details below describe a past opening.

Current Employees and Contractors Apply Here Osaic Careers Wealth Management Opportunity in Financial Services Portfolio Analytics & Implementation, Senior Analyst

Location(s):

Flexible

Role Type: Full time

Salary: $95,000 - $116,000 base salary plus a 10% performance-based bonus opportunity.

Actual compensation may vary based on factors including, but not limited to, relevant experience, subject matter expertise, geographic location, and the applicant's skill set.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.

Summary:

The Portfolio Analytics & Implementation, Senior Analyst is a key member of the Investment Operations & Analytics team responsible for delivering high-quality portfolio analysis, investment proposal support, and portfolio implementation across the firm. This role partners with Advisors, the Investment Team, Sales, Client Service, and other stakeholders to translate investment objectives and portfolio data into clear analysis, actionable recommendations, and accurate implementation instructions. The Senior Analyst will serve as a hands-on subject matter resource for YCharts, Black Diamond, and related investment platforms. The role will help execute and improve standardized workflows for portfolio reviews, proposals, model and target implementation, transition planning, data validation, and analytical support while maintaining a high level of accuracy, responsiveness, and client focus.

Responsibilities:

Support Advisors and Sales on new business opportunities, prospect presentations, and portfolio reviews.
Analyze prospective and existing portfolios across asset allocation, diversification, strategy, manager, fund, security, risk, performance, and other portfolio characteristics.
Prepare investment proposals, portfolio comparisons, presentation materials, and supporting analysis for client and prospect discussions.
Identify portfolio observations and potential opportunities, clearly documenting assumptions, limitations, and follow-up items for review.
Execute standardized proposal and portfolio review workflows and recommend improvements that enhance quality, consistency, turnaround time, and the advisor experience.
Translate approved client objectives, investment strategies, target allocations, and restrictions into portfolio strategies, models, and targets within Black Diamond and YCharts.
Support the establishment, validation, and maintenance of models, portfolio targets, and transition plans for new clients and existing clients moving to new strategies.
Coordinate with Advisors, Client Service, Investment, and Operations teams to obtain required inputs, resolve open questions, and confirm that portfolios are configured appropriately before execution.
Provide clear, complete, and well-documented handoffs to the Trading Team once implementation requirements are finalized, and assist with resolving post-handoff questions or exceptions.
Lead centralized portfolio analytics supporting Advisors, Investment Management, the CIO, and firm leadership, including asset allocation, exposures, holdings, risk, performance, and portfolio characteristics.
Perform recurring and ad hoc portfolio analytics, including asset allocation, exposures, holdings, concentration, risk, performance, fees, and portfolio characteristics.
Prepare actionable analysis to support portfolio decisions, client questions, portfolio reviews, and investment discussions, including manager, fund, security, strategy, and portfolio comparisons.
Create concise one-page tear sheets, portfolio summaries, and investment analyses for client meetings and internal discussions.
Use YCharts and other approved research and analytical tools to improve research efficiency and strengthen portfolio and investment insights.
Respond to analytical requests with appropriate prioritization, documentation, quality review, and escalation of complex or sensitive matters.
All other duties as assigned.

Education Requirements:

Bachelor's degree in Finance, Economics, Accounting, Business, or a related field required.

Basic Requirements:

7+ years of experience in wealth management, investment management, portfolio analytics, or a related investment function.
Strong understanding of investment portfolios, asset allocation, securities, investment strategies, performance, risk, and portfolio construction concepts.
Demonstrated ability to perform detailed analysis, manage multiple priorities, and deliver accurate work in a deadline-driven environment.
Advanced Excel skills with strong analytical and problem-solving capabilities.
Experience with YCharts, Morningstar, Black Diamond, or a similar portfolio implementation and analytics platform.
Experience with portfolio models, performance reporting, investment analytics, and data quality controls.
Ability to translate investment and portfolio data into clear, actionable analysis and client-facing materials.

Preferred Requirements:

Strong working knowledge of YCharts or comparable investment research and portfolio analysis tools.
Analytical problem-solving skills, including the ability to investigate complex portfolio, data, and system issues, identify root causes, and develop practical solutions.
Systems and operational thinking, with an understanding of how investment systems, data, processes, and reporting interact.
Ability to communicate complex investment concepts clearly and collaborate across Investment Operations, Client Service, Advisory, Finance, Technology, and external partners.

Current Employees and Contractors Apply Here

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