Back to all jobs

Portfolio Analyst


Join my clients’ Portfolio Management Team!

As a Portfolio Analyst within my clients’ Investment Solutions team, you’ll be a vital part of our Portfolio Analysis & Consulting Group. Your role focuses on supporting multi-asset class model programs and managing investments and assets.

Key Responsibilities:

  • Analyze, monitor, trade, and report on model portfolios and underlying strategies (mutual funds, ETFs, SMAs) using analytical tools.
  • Provide risk and performance attribution reporting to identify strategy influencers.
  • Gain expertise in various investment vehicles, equity, fixed income, and alternative investment strategies.
  • Aid in investment research and content development for internal teams and external clients/advisors.
  • Contribute to asset class surveillance, portfolio construction, and investment product analysis.
  • Collaborate on manager selection, reviews, and investment committee activities.
  • Drive efficiencies through data and technology utilization.


  • 1-3 years’ experience in investment strategy evaluation.
  • Bachelor’s degree in Finance or related field.
  • Pursuit of advanced degree or industry designation preferred.
  • Proficiency in technology tools like FactSet, Bloomberg, Morningstar, and advanced Excel.
  • Strong analytical and research skills.
  • Excellent communication and interpersonal abilities.
  • Effective time management and organization.
  • FINRA Series 7 License (or intent to obtain within 6 months).

Join us to enhance your skills and contribute to our dynamic team.

Apply for this position

Maximum allowed file size is 8 MB. Allowed Type(s): .pdf, .doc, .docx