Portfolio Analyst

The HT Group; Houston (TX); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Professional growth opportunities

Mentorship and advancement

Collaborative culture

Job summary

A growing investment management firm located in Downtown Houston is seeking a qualified Portfolio Analyst to support the investment and financial planning process for a sophisticated UHNW and HNW client base. This role will work with senior advisors to deliver data-driven insights and portfolio management execution. Candidates must possess a bachelor's degree and 4+ years of relevant experience, demonstrating strong analytical and communication skills. The position offers a salary of $120,000 – $140,000 plus a discretionary bonus.

Qualifications

• 4+ years of experience in investment management, portfolio analysis, or wealth planning.
• Strong analytical and quantitative skills.
• Previous firm-level trading experience.

Responsibilities

• Monitor client portfolios for performance and rebalancing opportunities.
• Prepare portfolio performance reports for client meetings.
• Conduct research across various asset classes.
• Support trade execution and cash-flow analysis.

Skills

Analytical skills

Quantitative skills

Communication skills

Presentation skills

Proficiency in Excel

Familiarity with financial planning tools

Education

Bachelor’s degree in Finance, Economics, Accounting, or related field

MBA (preferred)

Tools

Morningstar

Bloomberg

Job description

The HT Group has partnered with a growing investment management firm located in Downtown Houston seeking a qualified Portfolio Analyst to support the investment and financial planning process for a sophisticated UHNW and HNW client base. This role will work with senior advisors, portfolio managers, and planners to deliver data‑driven insights, trade support, and portfolio management execution.

Location: Downtown Houston, TX (Onsite)

Compensation: $120,000 – $140,000 base + Discretionary bonus

Schedule: Full-time, Monday–Friday (extended hours during close cycles)

Key Responsibilities

• Portfolio Management & Analysis
  • Monitor client portfolios for performance, allocation drift, risk exposure, and rebalancing opportunities.
  • Prepare in-depth portfolio performance reports and investment summaries for client meetings.
  • Conduct quantitative and qualitative research across equities, fixed income, alternatives, and private investments.
  • Support the team in trade execution, rebalancing, and cash-flow analysis.
• Client Support & Reporting
  • Partner with advisors to translate investment results and financial concepts into clear, client-friendly materials.
  • Maintain and update client investment policy statements (IPS) and assist in financial plan implementation.
  • Develop and deliver quarterly and ad-hoc reports for UHNW clients with precision and confidentiality.
• Research & Strategy
  • Contribute to asset allocation discussions and provide data-backed recommendations.
  • Support due diligence on managers, ETFs, funds, and alternative investments.
  • Stay current on market trends, macroeconomic developments, and investment products.
• Collaboration & Execution Excellence
  • Coordinate with internal operations, trading, and compliance teams to ensure timely, accurate execution.
  • Contribute to process improvements and help streamline portfolio review workflows.
  • Uphold the highest standards of professionalism and confidentiality in all client interactions.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field (MBA preferred).
• 4+ years of experience in investment management, portfolio analysis, or wealth planning.
• Strong analytical and quantitative skills; proficiency in Excel, Morningstar, Bloomberg, or similar platforms.
• Familiarity with financial planning tools.
• Previous firm-level trading experience.
• Excellent communication and presentation skills; ability to simplify complex investment concepts for clients.
• Proven ability to thrive in a fast-paced, high-performance, team-oriented environment.

Why Join This Team

• Be part of an elite group recognized for exceptional client outcomes and best-in-class portfolio strategy.
• Direct exposure to seasoned advisors, CFO-level talent, and complex client portfolios.
• Opportunities for professional growth, mentorship, and advancement within a nationally ranked wealth management firm.
• A culture of excellence, collaboration, and integrity — where your insights and dedication truly make an impact.