Senior Equity Research Analyst
Wsfs Financial

Berwyn, Pennsylvania

Posted in Banking


This job has expired.

Job Info


Position type: Full-time

Location: Berwyn, PA

Schedule: Monday – Friday
Hybrid/Onsite


Description:

The Senior Equity Research Analyst will utilize a broad-based knowledge of investments and portfolio management concepts, experience, and bank resources to support the delivery of investment outcomes to meet or exceed client goals and objectives. The Senior Equity Research Analyst will perform investment research and participates in identifying investment areas of interest.

Responsibilities:

  • Helps to cultivate strong working relationships with clients and their advisors, as appropriate
  • Actively seeks to identify new business opportunities from existing client base, prospects and centers of influence
  • Builds and maintains knowledge of investment principles and analytical techniques
  • Performs analysis for certain investments on Master List; evaluates securities/funds for consideration to be added/deleted to/from the Master List and model portfolios
  • Manages the performance and expectations of the Equity Research Analyst team, which includes training, skill development, work allocation, problem resolution, performance evaluation and hiring recommendations
  • Supports Investment Advisors by providing timely updates on Master List holdings and investment issues
  • Supports Investment group within Wealth Management by serving on committees and/or participating in departmental projects as assigned
  • Represents BMT at outside/professional organizations, including media opportunities
  • Supports the mission, strategy and values of BMT
  • Additional responsibilities as required (i.e., Trading)
Minimum Qualifications:
  • Must have college degree and at least 5-10 years of experience in a trust department of a bank or with a financial services company. CFA preferred.
  • Must have thorough knowledge of investment theory,
  • Working knowledge of fiduciary, tax and other regulations impacting the investment management function
  • Strong investment management skills and commitment to delivering excellent customer outcomes
  • Strong written and verbal skills and ability to handle and deliver difficult client and management messages with tact and firmness
Inclusiveness:

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@ wsfsbank.com.

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

#LI-Hybrid


This job has expired.

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