Custom Portfolio Analyst – Wealth Management

Main Management, LLC; San Francisco (CA); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Main Management, LLC in San Francisco invites an analyst to join the Custom Model Portfolio Team within our Research group. You will design and deliver custom portfolios built around each advisor’s practice, working closely with financial advisors and the regional sales team.

You will analyze allocations, risk, and fees, conduct manager and fund due diligence, and present recommendations to advisors, reporting to the Director of Research with exposure to the Investment Committee.

Qualifications

• 1–4 years of full-time work in model portfolios or wealth management.
• Strong communication with clients and advisors.
• Solid foundation in portfolio analytics and risk assessment.
• Experience using AI tools beyond chat interfaces is a plus.
• CFA charterholder or progress toward the charter preferred.

Responsibilities

• Work directly with advisors — discovery conversations, portfolio proposals, and quarterly reviews with regional sales.
• Construct custom, risk-based model portfolios blending Main strategies with third-party managers.
• Analyze advisor portfolios: allocation, risk, fees, overlap, and fund selection.
• Conduct manager and fund due diligence on strategies inside our models.
• Report to the Director of Research with exposure to the Investment Committee.

Skills

1–4 years experience

Client communication

Portfolio analytics

AI tool usage

Organized & self-directed

Education

CFA charterholder or progress toward

Tools

Morningstar Direct

Job description

Main Management, LLC in San Francisco invites an analyst to join the Custom Model Portfolio Team within our Research group. You will design and deliver custom portfolios built around each advisor’s practice, working closely with financial advisors and the regional sales team.

You will analyze allocations, risk, and fees, conduct manager and fund due diligence, and present recommendations to advisors, reporting to the Director of Research with exposure to the Investment Committee.