Senior Portfolio Analyst: Scale Investment Ops & Strategy

Judson Group; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Judson Group is seeking a Senior Portfolio Analyst for its Dallas team to support portfolio trading and enhance investment operations. The role involves working closely with advisors and managing client accounts with a focus on sophistication in investments, liquidity, and tax considerations.

Ideal candidates will have extensive experience in financial services, advanced skills in Excel and relevant licenses. This position offers significant growth potential in a collaborative environment.

Qualifications

• Experience within an RIA, private wealth management firm, or similar.
• Background in portfolio trading and investment operations.
• Advanced Excel skills for financial modeling and data management.

Responsibilities

• Support portfolio trading and investment implementation.
• Utilize Tamarac and Schwab for managing portfolio workflows.
• Monitor client cash balances and prepare client-facing analyses.

Skills

Investment operations

Portfolio management

Analytical skills

Process optimization

Rebalancing

Education

Series 65 or Series 66 license

Tools

Excel

Tamarac

Schwab

Job description

Judson Group is seeking a Senior Portfolio Analyst for its Dallas team to support portfolio trading and enhance investment operations. The role involves working closely with advisors and managing client accounts with a focus on sophistication in investments, liquidity, and tax considerations.

Ideal candidates will have extensive experience in financial services, advanced skills in Excel and relevant licenses. This position offers significant growth potential in a collaborative environment.