Client Portfolio Analyst

Hightower Advisors; New York (NY); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Paid parental leave

Mother’s lounge onsite

Flexible PTO

In-office Mon-Thu, WFH Fri

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

Discretionary bonus

Job summary

Hightower Advisors seeks a Client Portfolio Analyst to support portfolio construction, investment research, and portfolio management efforts. You will collaborate with portfolio managers, research analysts, and investment committees to implement decisions and monitor performance.

The role requires a Bachelor's degree in Finance, Economics, or Accounting and 1+ years of related experience. Proficiency in Excel and investment analytics tools is expected, with CFA progress preferred.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting or related field.
• 1+ years of experience in portfolio management, investment research, or financial analysis.
• Strong knowledge of investment products, portfolio construction, and risk management.
• Progress toward or completion of CFA designation preferred.
• Excellent analytical, communication, and presentation skills.
• Proficiency in portfolio management systems, Excel, and investment analytics tools.

Responsibilities

• Assist in managing diversified investment portfolios by implementing investment decisions and monitoring portfolio performance.
• Support portfolio rebalancing, asset allocation, and risk management activities.
• Assist in portfolio reviews and recommend adjustments based on market conditions and investment objectives.
• Perform financial analysis, investment research, and due diligence on investment opportunities.
• Monitor economic trends, market developments, and portfolio risks to support investment decision-making.
• Prepare investment reports, portfolio commentary, and presentation materials.
• Assist portfolio managers and client-facing teams to support investment discussions and client reporting.
• Collaborate with research, trading, operations, and compliance teams to ensure efficient portfolio management.

Skills

Portfolio management

Investment research

Financial analysis

CFA progression

Analytical skills

Presentation skills

Excel

Investment analytics tools

Education

Bachelor's degree in Finance, Economics, or Accounting

Tools

Portfolio management systems

Job description

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Your Future Team

Reporting to the Managing Director, Investment Solutions, the Client Portfolio Analyst supports portfolio construction, investment research, and portfolio management activities across Hightower's investment strategies. Working closely with portfolio managers, research analysts, and investment committees, this role helps implement investment decisions, monitor portfolio performance, and deliver high-quality investment solutions that align with client objectives.

What You'll Do

Portfolio Management

• Assist in managing diversified investment portfolios by implementing investment decisions and monitoring portfolio performance.
• Support portfolio rebalancing, asset allocation, and risk management activities.
• Assist in portfolio reviews and recommend adjustments based on market conditions and investment objectives.

Investment Research & Analysis

• Perform financial analysis, investment research, and due diligence on investment opportunities.
• Monitor economic trends, market developments, and portfolio risks to support investment decision-making.
• Prepare investment reports, portfolio commentary, and presentation materials.

Client & Team Support

• Assist portfolio managers and client-facing teams to support investment discussions and client reporting.
• Collaborate with research, trading, operations, and compliance teams to ensure efficient portfolio management.

What You’ll Bring

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• 1+ years of experience in portfolio management, investment research, or financial analysis.
• Strong knowledge of investment products, portfolio construction, and risk management.
• Progress toward or completion of CFA designation preferred.
• Excellent analytical, communication, and presentation skills.
• Proficiency in portfolio management systems, Excel, and investment analytics tools.

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• Mother’s lounge onsite
• Flexible PTO plan
• In-office Monday through Thursday and work from home on Fridays
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Base salary of $80,000-$90,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

AN EQUAL OPPORTUNITY EMPLOYER:

Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.