Portfolio Analyst

Portfolio AnalystMulti-Billion AUM Fee-Only RIA Morris County, NJOverviewFast 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 platformsPartner 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 offeringRequirements 3+ years of direct trading experience within an RIA, Multi-Family Office, or Asset Management firm.Excellent client facing and interpersonal skills#2002