Hybrid Portfolio Analyst: Tax-Managed & Quant Strategies

SPECTRAFORCE; Atlanta (GA); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Daily paid onsite Lunch

EAP and Telehealth

Job summary

SPECTRAFORCE is seeking a Portfolio Analyst to join our client’s Greater Atlanta team, with onsite and remote collaboration. You’ll support tax-managed solutions, SMA product research, portfolio construction, and performance monitoring, working closely with trading and portfolio management teams.

The role emphasizes factor risk models, quantitative portfolio management, and strong attention to detail within a small team and across the organization.

Qualifications

• Bachelor’s degree in Finance or a related field.
• 2+ years of experience in the investment management industry.
• CFA Charterholder or actively pursuing CFA / Series 65 preferred.
• Strong attention to detail, intellectual curiosity, and teamwork.
• Proficiency in Excel and portfolio risk analytics.
• Experience with Bloomberg PORT and/or Orion.
• Independent thinker with the ability to communicate complex data analyses.

Responsibilities

• Support client portfolios: account setup, reconciliation, model creation, and portfolio optimization.
• Trade review, risk management, and performance monitoring.
• Prepare client reports and respond to inquiries; assist with billing and reporting.
• Develop client/advisor materials and support sales/marketing efforts.
• Participate in presentations, calls, and industry events.

Skills

Quantitative analysis

Excel advanced

Communication

Team collaboration

Portfolio management

Problem solving

Education

Bachelor’s degree in Finance

Tools

Bloomberg PORT

Orion

Microsoft Office

Job description

SPECTRAFORCE is seeking a Portfolio Analyst to join our client’s Greater Atlanta team, with onsite and remote collaboration. You’ll support tax-managed solutions, SMA product research, portfolio construction, and performance monitoring, working closely with trading and portfolio management teams.

The role emphasizes factor risk models, quantitative portfolio management, and strong attention to detail within a small team and across the organization.