At MainStreet Advisors, we look for candidates with a willingness to contribute and learn in a collaborative environment. We hire smart, energetic, motivated individuals who take a sincere interest in providing the highest level of client service and professionalism.
Career Opportunities Available
Portfolio Analyst
Job Overview
MainStreet Advisors is looking to fill the role of Portfolio Analyst (PA). We are a Registered Investment Advisor serving community banks and trust institutions, RIAs, and family offices across the country. MSA provides portfolio management, investment analysis, manager due diligence, marketing materials, investment writing, and related services to our clients.
The PA is primarily responsible for supporting MSA’s client relationships through portfolio analysis and implementation, investment proposals, portfolio reviews, and ongoing client communication. Working within the guidance of MSA’s Investment Committee and Portfolio Managers, the PA helps implement the firm’s investment views and client-specific portfolio strategies. As experience and familiarity with individual client relationships develop, the PA assumes greater responsibility for day-to-day portfolio management and direct client communication.
The PA also contributes to MSA’s broader investment activities, including manager due diligence, investment committee work, company publications, and client and market presentations. This position is well suited for an investment professional with foundational industry experience who is looking to broaden their portfolio management, investment research, and client-service experience.
- Work closely with Portfolio Managers to understand each client’s investment and operational needs, including investment preferences, trading processes, and trust accounting systems.
- Utilize MSA proprietary software to review client portfolios for alignment with MSA investment models and client-specific strategies, and to address portfolio needs, including raising or investing cash, managing distributions, and considering tax implications in portfolio management and transitions.
- Regularly communicate with client investment professionals and participate in client meetings and calls covering portfolio strategy, performance, investment proposals, and other investment topics.
- Review and assist with updates to client Investment Policy Statements (IPS), including recommending and drafting investment-related provisions based on client objectives and portfolio strategy.
- Provide portfolio and client coverage for Portfolio Managers, including responding to client requests and addressing portfolio and investment matters.
- Prepare and coordinate client projects, including Requests for Proposals (RFPs), investment update presentations, and performance tracking.
- Travel occasionally for client meetings, as appropriate based on experience and client needs.
- Participate in MSA’s Investment Committee and actively contribute to the research, analysis, and discussions of one or more investment subcommittees, including Equity, Fixed Income, Asset Allocation, and Alternatives.
- Participate in ongoing outside investment manager due diligence, including research, analysis, and calls with investment managers on MSA’s coverage list.
- Contribute assigned market and economic commentary to MSA’s recurring investment publications and materials, including the Daily Market Update, Financial Market Update (weekly), Market Review (monthly), Quarterly Market Insights, and Portfolio Manager Slide Deck.
- Contribute to the development of additional market, economic, and investment presentations as needed.
This position is primarily office-based in Chicago, IL, with some flexibility for remote work.
Position requirements include:
Proficiency with Microsoft Excel required; familiarity with Bloomberg, Morningstar Direct, and other financial or investment software applications is preferred.
- Bachelor’s degree required; degree or concentration in finance, economics, or a related field preferred.
- Progress toward the CFA charter is preferred but not required.
- At least two years of relevant investment industry experience.
- Strong written and verbal communication skills, including the ability to communicate investment concepts clearly.
- Strong attention to detail.
- Proficiency with Microsoft Excel required; familiarity with Bloomberg, Morningstar Direct, and other financial or investment software applications is preferred.
