Location
Morris County, NJ
Salary
Not specified
Type
fulltime
Posted
Today
via linkedin
Job Description
Portfolio 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
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