Portfolio Analyst
Company: Wilbanks Smith & Thomas
Location: Norfolk
Posted on: February 23, 2021
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Job Description:
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. Mission 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. Responsibilities
Keywords: Wilbanks Smith & Thomas, Norfolk , Portfolio Analyst, Professions , Norfolk, Virginia
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