Portfolio Analyst

Wall Street Alliance Group; New York (NY); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401(k) with employer match

Paid Time Off (PTO)

Professional development

Job summary

Wall Street Alliance Group is a growing wealth management and financial planning firm seeking an experienced Portfolio Analyst to join the investment team in a hands-on role with responsibility for portfolio analysis, trading, rebalancing, investment research, and performance evaluation, with a long-term path to Senior Portfolio Manager.

Responsibilities include quarterly rebalancing, trade execution, research, and performance monitoring, working closely with advisors, operations, compliance,

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
• Minimum 3 years of relevant investment, portfolio management, trading, wealth management, or research experience.
• Active FINRA Series 7 license required.
• Strong understanding of equities, ETFs, mutual funds, fixed income, asset allocation, and portfolio construction.
• Hands-on experience with portfolio rebalancing and trade execution.
• Strong analytical and financial modeling skills.
• Strong Excel skills.
• Ability to analyze financial statements, valuations, investment fundamentals, and portfolio risk.
• Excellent attention to detail and ability to manage multiple accounts and priorities.
• Strong written and verbal communication skills.
• High level of professionalism, integrity, and sound judgment.

Responsibilities

• Perform quarterly portfolio rebalancing across client accounts.
• Execute and monitor equity, ETF, mutual fund, and fixed-income trades.
• Conduct portfolio reviews and critiques, identifying allocation gaps, concentration risk, performance issues, and opportunities.
• Analyze individual securities, sectors, ETFs, asset classes, and investment strategies.
• Conduct fundamental investment research, including financial statement, earnings, valuation, and industry analysis.
• Monitor portfolio performance against appropriate benchmarks.
• Prepare performance attribution and risk analysis.
• Monitor beta, volatility, standard deviation, downside risk, and portfolio concentration.
• Assist with security selection and buy, hold, reduce, or sell recommendations.
• Review portfolios for tax-loss harvesting, capital-gain considerations, and other tax-efficient trading opportunities.
• Evaluate concentrated stock positions and assist with transition strategies.
• Maintain and monitor model portfolios and target asset allocations.
• Monitor market conditions, interest rates, valuations, economic trends, and sector developments.
• Participate in investment committee discussions.
• Review new client portfolios and recommend transition and allocation strategies.
• Prepare investment analysis and portfolio materials for advisor and client meetings.
• Work closely with financial advisors, operations, compliance, and firm leadership.

Skills

Series 7

Excel

Financial modeling

Portfolio management

Trading

Research

Communication

Attention to detail

Education

Bachelor's degree in Finance

Job description

Full-Time | 3+ Years of Experience | Series 7 Required

Wall Street Alliance Group is a growing wealth management and financial planning firm with approximately $1.4 billion in client assets as of August 10,2026. We serve high-net-worth individuals, families, physicians, and business owners through a comprehensive approach to investment management and financial planning.

We are looking for an experienced Portfolio Analyst to join our investment team. This is a hands-on role with responsibility for portfolio analysis, trading, rebalancing, investment research, and performance evaluation, with a long-term career path toward becoming a Senior Portfolio Manager.

Responsibilities

• Perform quarterly portfolio rebalancing across client accounts.
• Execute and monitor equity, ETF, mutual fund, and fixed-income trades.
• Conduct portfolio reviews and critiques, identifying allocation gaps, concentration risk, performance issues, and opportunities.
• Analyze individual securities, sectors, ETFs, asset classes, and investment strategies.
• Conduct fundamental investment research, including financial statement, earnings, valuation, and industry analysis.
• Monitor portfolio performance against appropriate benchmarks.
• Prepare performance attribution and risk analysis.
• Monitor beta, volatility, standard deviation, downside risk, and portfolio concentration.
• Assist with security selection and buy, hold, reduce, or sell recommendations.
• Review portfolios for tax-loss harvesting, capital-gain considerations, and other tax-efficient trading opportunities.
• Evaluate concentrated stock positions and assist with transition strategies.
• Maintain and monitor model portfolios and target asset allocations.
• Monitor market conditions, interest rates, valuations, economic trends, and sector developments.
• Participate in investment committee discussions.
• Review new client portfolios and recommend transition and allocation strategies.
• Prepare investment analysis and portfolio materials for advisor and client meetings.
• Work closely with financial advisors, operations, compliance, and firm leadership.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
• Minimum 3 years of relevant investment, portfolio management, trading, wealth management, or research experience.
• Active FINRA Series 7 license required.
• Strong understanding of equities, ETFs, mutual funds, fixed income, asset allocation, and portfolio construction.
• Hands-on experience with portfolio rebalancing and trade execution.
• Strong analytical and financial modeling skills.
• Strong Excel skills.
• Ability to analyze financial statements, valuations, investment fundamentals, and portfolio risk.
• Excellent attention to detail and ability to manage multiple accounts and priorities.
• Strong written and verbal communication skills.
• High level of professionalism, integrity, and sound judgment.

Preferred

• Series 66 is a plus, but not required.
• CFA designation or progress toward the CFA is a plus.
• Experience with high-net-worth and ultra-high-net-worth portfolios.
• Experience with tax-sensitive portfolios and concentrated stock positions.
• Experience with portfolio management, trading, custodial, and performance reporting platforms.

Career Growth

This role offers a strong long-term career path within Wall Street Alliance Group. A successful Portfolio Analyst will have the opportunity to take on greater responsibility in portfolio construction, asset allocation, investment strategy, investment committee participation, and leadership, with the potential to advance to Senior Portfolio Manager.

Compensation & Benefits

• Base salary: $120,000-$150,000, based on experience and qualifications.
• Health insurance.
• Dental insurance.
• 401(k) with employer match.
• Paid Time Off (PTO).
• Professional development and continuing education opportunities.
• Long-term career advancement.
• Exposure to sophisticated high-net-worth client portfolios.
• Opportunity to work directly with senior advisors and firm leadership.
• If you are an investment professional looking for a hands-on portfolio role with meaningful responsibility and long-term growth potential, we would welcome the opportunity to hear from you.