Analyst, Independent Portfolio Management & Consulting

Job Summary:

The Analyst supports the Independent Portfolio Management & Consulting team by managing assigned client portfolios and assisting independent advisors with portfolio implementation and maintenance. This role reviews portfolios for cash management needs, tax-loss harvesting opportunities, and opportunistic rebalancing. The Analyst collaborates with advisor teams to understand client objectives, set up portfolios appropriately, and submit trades to maintain investment strategies.

Essential Duties and Responsibilities:

• Manage assigned portfolios, reviewing regularly for cash management needs, tax-loss harvesting, and rebalancing opportunities.

• Work with independent advisor teams to understand client goals and implement appropriate portfolio strategies

• Set up new client portfolios within portfolio management systems

• Assist with onboarding new advisor teams and transitioning their client portfolios

• Prepare client proposals and portfolio illustrations based on approved models

• Maintain accurate portfolio data within portfolio management systems

• Leverage portfolio management software to support advisor teams and improve operational efficiency

• Identify opportunities to improve and standardize portfolio management processes

Required Education and Experience:

• Bachelor’s degree in finance, economics, business, or related field

• Demonstrated interest in financial markets and portfolio management

• 3+ years of experience in financial planning, investment management, brokerage, or a related field

Preferred Education and Experience:

• CFA

• MBA

• Experience working with independent advisors or portfolio management teams

Skills:

• Strong analytical and problem-solving abilities

• Excellent written and verbal communication skills

• Strong organizational and time management skills

• Ability to manage multiple tasks and prioritize effectively

• High attention to detail and accuracy

• Ability to work both independently and collaboratively within a team

• Strong technical aptitude and ability to learn new software systems

• Experience with portfolio management and trading platforms (e.g., Orion Eclipse, Advent Black Diamond) preferred

• Understanding of portfolio construction concepts such as asset allocation, correlation, and tax-loss harvesting rules

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

EOE M/F/D/V