Strategic Portfolio Analytics & Trading Analyst

Bluespring Wealth Partners; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Career growth

Job summary

Kestra Financial, Inc. is seeking a Portfolio Analyst to support portfolio managers and investment leadership with analysis, research, trade execution, rebalancing, and risk monitoring. The role emphasizes model maintenance, performance reporting, and data integrity across platforms.

The ideal candidate will have a finance-related degree and 3+ years of experience in wealth management or portfolio analysis, with strong Excel and analytical skills for clear findings and recommendations.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting or related field.
• 3+ years of experience in wealth management, portfolio analysis, investment research, trading, or related roles.
• Working knowledge of investment products, portfolio construction, trading workflows, rebalancing, performance reporting, and risk concepts.

Responsibilities

• Prepare performance reports, allocation reviews, benchmark comparisons, performance attribution, and risk analyses.
• Analyze portfolio data to support investment recommendations, portfolio construction, and model updates.
• Monitor allocation drift, concentration exposure, cash balances, portfolio restrictions, and account exceptions.
• Execute and review securities trades, portfolio rebalances, model changes, cash investments, and liquidations within guidelines and firm procedures.
• Review trade orders, allocations, restrictions, available cash, tax considerations, and account-level exceptions; escalate when needed.
• Monitor trade status, settlement, and post-trade activity; resolve any issues with portfolio management, operations, custodians, and partners.
• Perform pre- and post-trade reviews, reconciliations, and quality-control checks for accuracy and compliance.
• Support portfolio transitions, onboarding, and periodic rebalancing with proper records and documentation.
• Identify opportunities to improve trading workflows, controls, reporting, and automation while escalating risks.

Skills

Portfolio analysis

Investment research

Trading workflows

Excel

Data analysis

Education

Bachelor's degree in Finance

Economics

Tools

Trading platforms

CRM

Custodial platforms

Market data platforms

Job description

Kestra Financial, Inc. is seeking a Portfolio Analyst to support portfolio managers and investment leadership with analysis, research, trade execution, rebalancing, and risk monitoring. The role emphasizes model maintenance, performance reporting, and data integrity across platforms.

The ideal candidate will have a finance-related degree and 3+ years of experience in wealth management or portfolio analysis, with strong Excel and analytical skills for clear findings and recommendations.