Portfolio Analyst – Wealth & Investment Strategy

TalentLink Solutions; Hackensack (NJ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Professional development support

Collaborative team environment

Job summary

A boutique financial planning firm in Hackensack, NJ is seeking a Portfolio Analyst to support investment research and operations. Ideal candidates will have a minimum of 3 years in financial services and experience across asset classes. Responsibilities include preparing research reports, trade allocation, and monitoring portfolio performance within compliance. The role offers a collaborative team dynamic and opportunities for professional growth, requiring strong organizational skills and technological proficiency.

Qualifications

• 3+ years of experience in a financial services firm is preferred.
• Familiar with various asset classes and investment analysis.
• Desire to obtain CFA designation in the future.

Responsibilities

• Prepare portfolio research reports for the investment committee.
• Allocate aggregated trades across accounts as directed.
• Monitor portfolios to stay within tolerance bands.
• Collaborate with the Portfolio Manager to rebalance accounts.
• Assist with tax efficiency strategies during tax season.
• Coordinate with team to produce and analyze performance reports.

Skills

Investment analysis

Organizational skills

Technological skills

Team collaboration

Tools

iRebal

YCharts

Morningstar

Schwab

Wealthbox

Job description

A boutique financial planning firm in Hackensack, NJ is seeking a Portfolio Analyst to support investment research and operations. Ideal candidates will have a minimum of 3 years in financial services and experience across asset classes. Responsibilities include preparing research reports, trade allocation, and monitoring portfolio performance within compliance. The role offers a collaborative team dynamic and opportunities for professional growth, requiring strong organizational skills and technological proficiency.