The WAI Portfolio Specialist’s primary responsibilities will include the following:
Examples of recent WAI Portfolio Specialist projects include:
The successful candidate for this position will have strong academic credentials, client relationship skills, demonstrated analytical and writing skills, effective communication skills, a high level of attention to detail, and is likely to have at least 5+ years of experience in a related position. An understanding of asset management, financial markets and a solid knowledge of statistics will also be important. Prior experience in a related position, advanced academic work (MBA, MS, etc.) and/or CFA are preferred.