State Licensed Portfolio Analyst

Job Summary

Working remotely in a full-time capacity, the State Licensed Portfolio Analyst will manage assigned portfolios by reviewing for tax-loss harvesting, rebalancing opportunities, and cash needs while collaborating with advisors and wealth teams to align portfolios with client goals.

Key responsibilities

• Utilize portfolio management software to assist wealth teams and champion its adoption across the organization
• Coordinate the onboarding of wealth advisory teams from legacy systems to current portfolio management software
• Perform portfolio reviews to identify opportunities for rebalancing, tax-loss harvesting, and cash generation

Required qualifications

• Bachelor's degree in Accounting, Finance, or a related business major preferred
• 3+ years of experience in financial planning, investment management, or brokerage firms
• Series 65 or equivalent certification