Senior Portfolio Analyst - Wealth Management

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 proud to partner with a highly respected and rapidly growing RIA serving ultra-high-net-worth individuals and families in the search for a Senior Portfolio Analyst to join its Dallas-based team.

This is an exciting opportunity for a highly analytical, systems-minded investment professional who thrives at the intersection of portfolio management, trading, investment operations, and process optimization. As the firm continues to scale, this individual will play a key role in strengthening infrastructure, enhancing workflows, and supporting sophisticated client investment strategies.

If you enjoy solving complex challenges, building smarter systems, working directly with advisors, and making a visible impact within a collaborative, high-performing environment, this role offers significant growth potential and long-term career opportunity.

Why You’ll Love This Role:

• Join a well-established and growing RIA with an exceptional ultra-high-net-worth client base.
• Play a highly visible role helping shape and scale investment operations and portfolio infrastructure.
• Work alongside experienced advisors and leadership in a collaborative, team-oriented environment.
• Gain exposure to sophisticated client situations involving investments, liquidity, tax considerations, and planning strategies.
• Enjoy a role that blends technical expertise, strategic thinking, and operational leadership.

What You’ll Be Doing:

• Support portfolio trading, rebalancing, cash management, and investment implementation across client accounts.
• Utilize Tamarac, Schwab, Excel, and internal systems to manage and enhance portfolio operations workflows.
• Monitor client cash balances to ensure alignment with investment strategy and liquidity needs.
• Build and refine Excel-based models, dashboards, templates, and recurring analytical processes.
• Partner closely with advisors on complex client analyses, custom modeling, and investment-related decision frameworks.
• Prepare client-facing analysis and presentation materials related to investments, liquidity, taxes, and planning tradeoffs.
• Serve as a key internal resource for portfolio operations, reporting questions, trading workflows, and process execution.
• Identify opportunities to streamline operations, reduce manual tasks, improve accuracy, and build scalable infrastructure.
• Communicate with clients as needed regarding portfolio activity, trade execution, market conditions, and analytical projects.
• Collaborate with senior advisors and leadership to preserve institutional knowledge while helping modernize systems and workflows for future growth.

What We’re Looking For:

• Experience within an RIA, private wealth management firm, multifamily office, trust company, or similar financial services environment.
• Background in portfolio trading, investment operations, portfolio management, rebalancing, or investment analysis.
• Series 65 or Series 66 license required or willingness to obtain shortly after hire.
• Advanced Excel skills with the ability to build financial models, manipulate data, automate workflows, and create reporting tools.
• Familiarity with Tamarac or comparable portfolio management and rebalancing platforms.
• Experience working with Schwab or another major custodial platform strongly preferred.
• Strong analytical and problem-solving abilities with a proactive, solutions-oriented mindset.
• Excellent communication skills and the ability to clearly explain complex analytical concepts.
• Comfort operating in a collaborative, entrepreneurial environment where team members contribute across functions.