Investment Analyst, Portfolio Management (RIA)

Sweeney Financial Management

575 Front Street \| Manchester, NH \| www.sfmllc.net

Investment Analyst, Trading \& Portfolio Management (RIA)

$80,000 – $120,000 \+ annual bonus

Full-Time \| Manchester, NH \| In-Office

About Us

Sweeney Financial Management is a fee-only, fiduciary registered investment advisor managing approximately $410 million in assets under management. We are 100% partner-owned, independent, and built on a foundation of objective, long-term financial advice. We custody assets at Charles Schwab and serve clients across the Northeast and other parts of the country. We are growing, and we are looking for an investment-minded professional who is passionate about the capital markets and ready to do meaningful work.

The Role

You will work directly with our Chief Investment Officer and advisory team to execute client trades, manage portfolio rebalancing, conduct investment research, and help build well-diversified client portfolios. This is a hands-on role with real responsibility from day one. You will have direct exposure to portfolio decision-making in a fiduciary, client-first environment, not a back-office desk at a large institution.

What You Will Do

Trading \& Portfolio Management

• Execute client trades and manage rebalancing across a diverse book of client portfolios

• Monitor portfolios for drift, tax-loss harvesting opportunities, and model alignment

• Support portfolio construction and help develop well-diversified investment strategies

• Assist in maintaining and updating model portfolios in coordination with the CIO

Investment Analysis

• Conduct thorough research and analysis across asset classes, including equities, fixed income, and alternative investments

• Assist in research, due diligence, and ongoing performance monitoring

• Prepare investment commentary, market summaries, and analytical reports for internal use and client communications

• Stay current on capital markets, economic trends, and evolving investment opportunities

Team Collaboration

• Work closely with the CIO and advisory staff to support client investment outcomes

• Collaborate with advisors on client-specific portfolio needs, risk profiles, and planning objectives

• Contribute to firm investment committee discussions and strategy development

What We Are Looking For

Required

• Bachelor’s degree in Finance, Economics, Business, or a related field

• 3\+ years of experience in investment analysis, trading, portfolio operations, or a related financial role

• Genuine passion for the capital markets and investing; this matters to us

• Strong analytical skills and meticulous attention to detail

• Ability to work collaboratively and thrive in a small, high-trust team environment

Preferred

• Familiarity with Schwab Advisor Services or similar custodial platforms

• Experience with portfolio management or trading software such as Black Diamond, Orion, Tamarac, iRebal, or similar

• CFA candidacy or other relevant investment designations (not required but valued)

• Exposure to tax-aware investing, rebalancing workflows, or financial planning integration

Compensation \& Benefits

• Base salary $80,000 – $120,000 \+ annual bonus. Salary commensurate with experience

• Retirement plan with firm contribution and great health benefits

• Professional development support, including CFA or relevant designation sponsorship

• Direct mentorship from an experienced investment team in a fiduciary, independent RIA environment

• This is a full-time, in-office role with standard market-aligned business hours

Why Sweeney Financial Management

We are not a big-box brokerage or a PE-backed roll-up. We are an independent firm where your work directly impacts real clients and real outcomes. You will have a seat at the investment table, a direct line to our CIO, and the opportunity to grow your career and responsibilities alongside a firm that is intentionally building for the future.

If you are passionate about investing, take pride in your work, and want to be part of something that genuinely puts clients first, we want to hear from you.

How to Apply

Send your resume and a brief note on why this role interests you to:

[email protected]

Cover letters that speak directly to your passion for investing and the capital markets will stand out. We read every application.

• Sweeney Financial Management is an equal opportunity employer.