Impactful Portfolio Analytics & Trading Analyst

Kestra Financial; Dallas (TX); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

401(k) and health insurance

Tuition reimbursement

Training and development opportunities

Career growth opportunities

Job summary

Kestra Financial is seeking a Portfolio Analyst to support portfolio managers, investment leadership, and trading operations. The role involves performance reporting, rebalancing, risk monitoring, and data integrity across multiple platforms to enable informed investment decisions.

Responsibilities include research on managers and funds, model maintenance, and preparation of investment committee materials. Bachelor's degree and 3+ years in related roles are required.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, Mathematics, or a related discipline.
• 3+ years of experience in wealth management, portfolio analysis, investment research, trading, investment operations, or financial services.
• Working knowledge of investment products, portfolio construction, trading workflows, rebalancing, performance reporting, and risk concepts.

Responsibilities

• Prepare performance reports, allocation reviews, benchmark comparisons, performance attribution, and risk analyses.
• Analyze portfolio data to support investment recommendations, portfolio construction, and model updates.
• Monitor allocation drift, concentration exposure, cash balances, portfolio restrictions, and account exceptions.
• Execute and review securities trades, portfolio rebalances, model changes, cash investments, and liquidation requests within established authority.
• Review trade orders, allocations, restrictions, available cash, tax considerations, and account‑level exceptions before execution.

Skills

Portfolio analysis

Investment research

Trading workflows

Data integrity

Excel

Education

Bachelor's degree in Finance/Economics/Accounting/Business/Mathematics

Tools

Trading platforms

CRM

Portfolio management systems

Microsoft Office

Job description

Kestra Financial is seeking a Portfolio Analyst to support portfolio managers, investment leadership, and trading operations. The role involves performance reporting, rebalancing, risk monitoring, and data integrity across multiple platforms to enable informed investment decisions.

Responsibilities include research on managers and funds, model maintenance, and preparation of investment committee materials. Bachelor's degree and 3+ years in related roles are required.