Portfolio Analyst

Signal Advisors Inc.; Tamarac (FL); Remote; USD 60,000 - 100,000; Full time

Job summary

An innovative firm is seeking a Portfolio Analyst to enhance investment strategies and support financial advisors. This role involves conducting thorough research, analyzing portfolio performance, and preparing materials for client meetings. The ideal candidate will thrive in a dynamic environment, showcasing strong analytical and communication skills while contributing to a mission-driven team. Join a company that values autonomy, effective communication, and a commitment to exceptional client experiences, all while working in a supportive and flexible remote setting.

Benefits

Medical coverage

Vision coverage

Dental coverage

401(k) company contribution

Parental leave

Learning & Development stipend

Wellness programs

Flexible PTO Policy

$500 for home office setup

Annual all-company retreat

Qualifications

• 3+ years in portfolio analysis or investment research in financial services.
• Strong understanding of investment concepts and financial markets.

Responsibilities

• Support investment management by analyzing portfolio performance.
• Prepare investment materials for high net worth client meetings.

Skills

Analytical Skills

Communication Skills

Problem Solving

Customer Experience

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Accounting

Tools

Portfolio Management Software

Orion

Tamarac

BlackDiamond

Job description

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today and only a quarter of Americans have a financial plan. Our team is reimagining a 60-year old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 100 team members dispersed across the country.

We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions.

Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company’s vision? Join us at Signal!

PORTFOLIO ANALYST

The Portfolio Analyst will play a crucial role in supporting the investment management process by conducting in-depth research, analyzing portfolio performance, and contributing to the development of investment strategies for Signal Wealth. This position requires a strong analytical mindset, attention to detail, and a passion for the financial markets. The ideal candidate will be a self-starter with excellent communication skills and a desire to grow within a dynamic RIA environment.

WHAT YOU’LL GET TO DO

• Planning and guiding the asset management transition to Signal Wealth throughout the firm onboarding process, mapping similar investment strategies
• Proactively communicate and act as a primary point of contact with advisors regarding model changes, market updates, performance, account maintenance and investment strategies
• Prepare investment-related materials to support our advisors in conducting client meetings, primarily with high net worth clients
• Develop and maintain a library of model mappings and maintain investment research databases and models
• Generate client-specific performance reports and presentations
• Assist with trading-related tasks, including tax-loss harvesting, capital gains budgets, and the use of equivalents
• Conduct fundamental and quantitative research on investment opportunities, including stocks, bonds, mutual funds, and ETFs
• Perform due diligence on investment managers and alternative investments
• Assist in the development and implementation of asset allocation strategies along with providing input on portfolio construction and rebalancing decisions

WHAT WE’RE LOOKING FOR IN TEAM MEMBERS

Our work is centered around effective communication in a remote environment. We utilize multiple ways to communicate within our team and across the company. You understand and demonstrate excellent communication skills, which includes thoughtfully listening to, distilling, and presenting information that is clear and easily digestible.

Our teams at Signal are small but mighty—we expect team members to work independently, grab the jump ball, and get it past the finish line. Receiving & giving feedback is crucial to accountability. You should be someone that’s comfortable with a culture of continuous feedback.

You’re obsessed with creating an unparalleled customer experience. You lead with compassion, anticipate customer needs and wants, and bring ease and calm to all interactions—knowing every customer interaction is an opportunity to amaze.

Working at a startup is rife with challenges. These challenges invigorate you! When you come up against friction or roadblocks, you demonstrate excellent problem solving skills—exploring creative solutions and taking ownership to keep moving forward.

Autonomous

You operate autonomously. You exercise independent judgment in matters of significance, take initiative with little direction, and raise your hand when collaboration and support is needed.

WHAT YOU HAVE

• Bachelor's degree in Finance, Economics, Accounting, or a related field
• 3+ years of experience in portfolio analysis, investment research, or a related role within the financial services industry, preferably at an RIA
• Strong understanding of investment concepts, financial markets, and portfolio management principles
• Experience with portfolio management software (e.g., Orion, Tamarac, BlackDiamond, etc.)
• CFA, or progress towards the designation is a plus
• Series 65, or the ability to obtain it, is a plus

WHAT WE VALUE @ SIGNAL

We’re obsessed with finding a better way. Never settle for less.

We amaze every client, every time. A great company is built one client at a time.

We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.

We raise our level of awareness. Everything starts with awareness. We’re curious and alert to what is happening around us.

We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act.

We do the right thing. Sticking to the highest standard of integrity is not optional.

We have strong opinions, loosely held. It’s not about WHO is right, it’s about WHAT is right.

Simplicity is Genius. Simplicity doesn’t just clarify; it makes things better for everyone. It’s that simple.

Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone.

We are the “they”. Using the word "they" leads to blame-shifting and a lack of empathy. WE are empowered to fix things, to be proactive, to find a solution.

SIGNAL HUBS

Signal Advisors is a remote company with team members all across the country. Over the years, we’ve realized the benefits and limitations of being fully remote. In order to foster culture and innovation that best serves our customers, a portion of our team is hybrid depending on their location. For this role, we require team members to be physically located in Detroit, or surrounding suburbs, or near one of our “Signal Hubs” across the US.

• Locations:
• Signal HQ- Detroit, MI
• Lawrence, Kansas (including Topeka and Kansas City)
• Tucson, Arizona
• Phoenix, Arizona
• Minneapolis, Minnesota
• Atlanta, Georgia (northern metropolitan area)

We offer a competitive relocation package for those interested in moving to Signal HQ- Detroit and surrounding suburbs!

COMPENSATION & BENEFITS

The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.

In addition to salary, our team members benefits include:

• Medical, vision, and dental coverage
• FSA or HSA-eligible health plans
• 3% 401(k) company contribution with no vesting period
• Parental leave
• Learning & Development stipend
• Wellness programs
• Flexible PTO Policy
• $500 for your home office setup
• Remote friendly company
• Annual all-company retreat
• Competitive equity package based on on role and level

Our company is committed to building a team that represents people from many different backgrounds and professional, educational, and life experiences. We strongly encourage you to apply, so think of our job postings as just the start of the conversation. Take the leap — you might just be the perfect person for one of our open roles, even if you don’t fully match every requirement on the job description.