Portfolio Analyst and Senior Trader

One Wealth; Scottsdale (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

One Wealth in Scottsdale, AZ, is seeking a Portfolio Analyst and Senior Trading professional for a full-time, on-site role. You will conduct market research, analyze investments, prepare financial models, and assist in portfolio management to deliver value to clients.

Responsibilities include monitoring portfolio performance, creating reports for strategy decisions, and collaborating with the advisory team to align investments with client goals.

Qualifications

• Bachelor degree in finance or related field required.
• CFA or similar certification preferred but not required.
• Experience in investments and portfolio management desirable.

Responsibilities

• Conduct market research and analyze investments.
• Prepare financial models and support portfolio management.
• Monitor portfolio performance and produce reports for strategy decisions.
• Collaborate with advisory team to align investment strategies with client goals.

Skills

Investments & Portfolio Management

Analytical Skills

Finance Knowledge

Communication & Organization

Regulatory Compliance Familiarity

Financial Tools Proficiency

Education

Bachelor's in Finance/Economics/Business

CFA or similar certification (preferred)

Tools

Excel

Financial Modeling Software

Job description

One Wealth specializes in providing carefully tailored financial planning and wealth management solutions for entrepreneurs, executives, business owners, and high-net-worth individuals. With seasoned advisors, the firm offers highly customized, unbiased strategies for addressing complex financial goals in both personal and professional spheres. By combining individual expertise into a strong collective, the team at One Wealth helps clients build, protect, and enjoy their wealth, while creating meaningful legacies for future generations. With a commitment to integrity and client-focused services, One Wealth ensures that its comprehensive solutions meet the diverse needs of its clients.

Role Description

This is a full-time, on-site Portfolio Analyst and Senior Trading role based in Scottsdale, AZ. The individual in this position will be responsible for conducting market research, analyzing investments, preparing financial models, and assisting in portfolio management. Key day-to-day responsibilities include evaluating financial data, monitoring portfolio performance, creating reports to support strategy decisions, and collaborating with the advisory team to align investment strategies with client goals. This role will play a critical part in ensuring the delivery of exceptional value to the firm’s clients.

Qualifications

• Expertise in Investments and Portfolio Management to assess and manage various investment opportunities and strategies.
• Strong Analytical Skills and proficiency in Financial Modeling to evaluate market trends and create effective financial plans.
• Comprehensive knowledge in Finance to ensure informed decision-making and thorough understanding of financial principles.
• Excellent organizational, communication, and problem-solving skills to support collaboration and deliver high-quality solutions.
• A Bachelor’s degree in Finance, Economics, Business Administration, or a related field. CFA or similar certifications preferred but not required.
• Familiarity with financial markets and regulatory compliance is an advantage.
• Proficiency in financial and analytical tools/software is a plus.