Portfolio Analyst — Path to Senior Portfolio Manager

Wall Street Alliance Group

New York (NY)

On-site

USD 120,000 - 150,000

Full time

6 days ago

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Benefits offered by this job

Health insurance

Dental insurance

401(k) with employer match

Paid Time Off

Job summary

Wall Street Alliance Group, a growing wealth management and financial planning firm in New York, seeks a Portfolio Analyst with 3+ years of experience and a Series 7 license to join the investment team. This hands-on role focuses on portfolio analysis, trading, rebalancing, research, and performance evaluation, with a clear path toward a Senior Portfolio Manager.

The role offers a base salary in the $120k–$150k range, full-time employment, and opportunities to work with high-net-worth clients

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.