UHNW Portfolio Analyst: Data-Driven Insights
The HT Group
14 days+
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Benefits offered by this job
Job summary
A growing investment management firm located in Downtown Houston is seeking a qualified Portfolio Analyst to support the investment and financial planning process for a sophisticated UHNW and HNW client base. This role will work with senior advisors to deliver data-driven insights and portfolio management execution. Candidates must possess a bachelor's degree and 4+ years of relevant experience, demonstrating strong analytical and communication skills. The position offers a salary of $120,000 – $140,000 plus a discretionary bonus.
Qualifications
- 4+ years of experience in investment management, portfolio analysis, or wealth planning.
- Strong analytical and quantitative skills.
- Previous firm-level trading experience.
Responsibilities
- Monitor client portfolios for performance and rebalancing opportunities.
- Prepare portfolio performance reports for client meetings.
- Conduct research across various asset classes.
- Support trade execution and cash-flow analysis.
Skills
Analytical skills
Quantitative skills
Communication skills
Presentation skills
Proficiency in Excel
Familiarity with financial planning tools
Education
Bachelor’s degree in Finance, Economics, Accounting, or related field
MBA (preferred)
Tools
Morningstar
Bloomberg
Job description
A growing investment management firm located in Downtown Houston is seeking a qualified Portfolio Analyst to support the investment and financial planning process for a sophisticated UHNW and HNW client base. This role will work with senior advisors to deliver data-driven insights and portfolio management execution. Candidates must possess a bachelor's degree and 4+ years of relevant experience, demonstrating strong analytical and communication skills. The position offers a salary of $120,000 – $140,000 plus a discretionary bonus.
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