Portfolio Analyst
$150,000–$150,000 year
On-site · Morristown, New Jersey, United States
Job Summary
Portfolio Analyst to serve as a technical partner to the CIO and advisory team, responsible for the execution, rebalancing, and daily maintenance of discretionary models, executing firm-wide model changes, tactical shifts, and security swaps using automated rebalancing and trading platforms; partner with advisors to provide guidance on portfolio positioning and tax-smart strategies for legacy account transitions; requires 3+ years of direct trading experience in an RIA/asset-management setting and strong client-facing interpersonal skills.
Required Qualifications
- 3+ years of direct trading experience within an RIA, Multi-Family Office, or Asset Management firm.
- Excellent client facing and interpersonal skills
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