Portfolio Analyst
Occupations:
Financial and Investment AnalystsInvestment Fund ManagersPersonal Financial AdvisorsFinancial Quantitative AnalystsSecurities, Commodities, and Financial Services Sales AgentsIndustries:
Other Financial Investment ActivitiesOther Investment Pools and FundsInsurance and Employee Benefit FundsJunior CollegesOffice Administrative ServicesPortfolio Analyst Multi-Billion AUM Fee-Only RIA Morris County, NJ Overview Fast growing and dynamic Multi-Billion AUM Fee-Only RIA seeks a Portfolio Analyst to serve as a technical partner to the CIO and advisory team, responsible for the execution, rebalancing, and daily maintenance of the firm’s discretionary models. Highlights Serve as a core member of the investment team executing firm-wide model changes, tactical shifts, and security swaps using automated rebalancing and trading platforms Partner with advisors to provide guidance on current portfolio positioning, delivering tax-smart strategies that optimize legacy account transitions. Collegial, forward-thinking culture at a Firm with an emerging alternative investment platform and SMA offering Requirements 3+ years of direct trading experience within an RIA, Multi-Family Office, or Asset Management firm. Excellent client facing and interpersonal skills #2002