Portfolio Analyst: Trading, Strategy & Investments

Hightower Advisors; Alpharetta (GA); Hybrid; USD 85,000 - 130,000; Full time

Benefits offered by this job

401k Matching Plan

Paid Parental Leave

Student Loan Assistance

Health Insurance

Job summary

Hightower Advisors seeks a Portfolio Analyst & Special Projects to support portfolio oversight, trading execution, and investment strategy across client relationships and firm initiatives. This role reports to the CIO and collaborates with Wealth Advisors and operations teams.

The candidate is analytical, detail-oriented, and comfortable managing multiple priorities while coordinating across departments. Hybrid work arrangement with opportunities to contribute to strategic initiatives.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or related field.
• 2+ years of experience in investment analysis, portfolio management, trading, or related financial services role.
• Experience with portfolio implementation, trading and investment operations preferred (Black Diamond rebalancer platform preferred).
• Experience with Fidelity and Schwab custodial platforms preferred.

Responsibilities

• Assist in managing diversified investment portfolios through execution of investment decisions, trade execution, and ongoing portfolio monitoring.
• Serve as a portfolio manager on select client relationships, conducting portfolio reviews and partnering with Wealth Advisors to provide investment recommendations and support client meetings.
• Prepare client-facing performance reports and ad hoc portfolio analyses.
• Contribute to tax-aware portfolio management, including tax-loss harvesting and account-level portfolio decisions.
• Participate in investment research, portfolio implementation, and Investment Committee initiatives.

Skills

Analytical thinking

Portfolio management

Trading support

Cross-functional collaboration

Attention to detail

Education

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

Tools

Black Diamond

Morningstar

Salesforce

Excel

Job description

Hightower Advisors seeks a Portfolio Analyst & Special Projects to support portfolio oversight, trading execution, and investment strategy across client relationships and firm initiatives. This role reports to the CIO and collaborates with Wealth Advisors and operations teams.

The candidate is analytical, detail-oriented, and comfortable managing multiple priorities while coordinating across departments. Hybrid work arrangement with opportunities to contribute to strategic initiatives.