Strategic Portfolio Analyst: Analytics, Trading & Research

Bluespring Wealth Partners, LLC; Dallas, Northern (TX, KY); Hybrid; USD 55,000 - 83,000; Full time

Benefits offered by this job

Competitive pay

Health benefits

401(k)

Professional development

Job summary

Kestra Financial, Inc. in Dallas, TX is seeking a Portfolio Analyst to support portfolio managers with analytics, research, trade execution, and risk monitoring. The role emphasizes data integrity and adherence to established investment procedures.

You will build models, maintain performance reporting, and assist with transitions and onboarding, working with custodians and operations to ensure accurate records.

Qualifications

• 3+ years of experience in wealth management, portfolio analysis, investment research, trading, investment operations, or financial services.
• Working knowledge of investment products, portfolio construction, trading workflows, rebalancing, performance reporting, and risk concepts.
• Strong analytical, research, writing, quantitative, Excel, reporting, and presentation capabilities.
• Ability to synthesize portfolio, market, and research information into clear findings and recommendations for review.
• Experience with Microsoft Office required; experience with trading, portfolio management, custodial, CRM, financial planning, or market-dataplatforms preferred.
• Strong attention to detail, sound judgment, confidentiality, and the ability to manage multiple priorities and follow through in a fast-paced, collaborative environment.

Responsibilities

• Prepare performance reports, allocation reviews, benchmark comparisons, performance attribution, and risk analyses.
• Monitor allocation drift, concentration exposure, cash balances, portfolio restrictions, and account exceptions.
• Execute and review securities trades, portfolio rebalances, model changes, cash investments, and liquidation requests within established authority, investment guidelines, and firm procedures.
• Review trade orders, allocations, restrictions, available cash, tax considerations, and account-level exceptions before execution; elevate matters requiring additional approval.
• Monitor trade status, settlement, and post-trade activity; research and coordinate resolution of rejected trades, breaks, and other exceptions with portfolio management, operations, custodians, and other partners.
• Perform pre-trade and post-trade reviews, trade reconciliations, and quality-control checks to support accuracy, completeness, and adherence to applicable policies and procedures.
• Support portfolio transitions, account onboarding, directed trading requests, and periodic rebalancing while maintaining appropriate records and documentation.
• Identify opportunities to improve trading workflows, controls, reporting, and automation while escalating operational or compliance risks.

Skills

Analytical skills

Research and writing

Communication

Attention to detail

Multitasking

Education

Bachelor's degree in Finance, Economics, Accounting, Business, Mathematics, or related discipline

Tools

Microsoft Office Suite

Job description

Kestra Financial, Inc. in Dallas, TX is seeking a Portfolio Analyst to support portfolio managers with analytics, research, trade execution, and risk monitoring. The role emphasizes data integrity and adherence to established investment procedures.

You will build models, maintain performance reporting, and assist with transitions and onboarding, working with custodians and operations to ensure accurate records.