Portfolio Analyst

🚨 Portfolio Analyst, PA 🚨

Our client, Apella Wealth is a rapidly growing, SEC-registered investment advisory firm building a national footprint. They are expanding their client service and portfolio management support team and is seeking a Portfolio Analyst who is detail-oriented, collaborative and passionate about delivering exceptional service to advisors and clients. If you thrive in a fast paced, team-oriented environment and enjoy combining analytical thinking with client focused support, this is an opportunity to make a meaningful impact as the firm continues to grow.

This is a HYBRID (3/days/week) position, in Wyomissing, PA.

ABOUT APELLA WEALTH

Apella Wealth is a rapidly growing investment advisory firm registered with the Securities and Exchange Commission. We are focused on delivering thoughtful, disciplined investment strategies and exceptional service to the advisors and clients we support nationwide. Our culture is built on collaboration, accountability, and continuous improvement, offering professionals the opportunity to grow alongside a dynamic firm committed to long-term success for both clients and employees.

🔍 THE ROLE: SUPPORTING SMART, TAX‑EFFICIENT INVESTING

As a Portfolio Analyst, you will play a key role in the day-to-day management of model portfolios and trading activity across multiple advisors and offices. You will partner closely with Financial Advisors and Planners, providing portfolio analysis, operational support, and insights aligned with Apella Wealth’s investment philosophy.

KEY RESPONSIBILITIES:

• Manage daily model portfolio trading across multiple advisors using portfolio management and trading software
• Monitor cash flows, invest deposits, and create liquidity as needed
• Rebalance accounts and implement portfolio adjustments
• Recommend tax efficient portfolio changes based on firm provided investment models
• Produce trade recommendations using both automated tools and manual analysis when needed
• Analyze client and prospect portfolios to ensure diversification and philosophical alignment
• Provide insight on financial markets and investment strategies
• Support Financial Advisors and Planners with operational and administrative needs
• Maintain organized files and documentation in accordance with compliance requirements
• Assist with meetings, projects and additional responsibilities as assigned

🛠️ WHAT YOU BRING TO THE TABLE

• Bachelor’s degree preferred in Finance, Economics, or a related field and/or 2 years of wealth management or investment operations experience
• Strong knowledge of mutual funds, ETFs, and other investment instruments
• Understanding of tax implications related to investment trading
• FINRA Series 65 preferred (or required within 6 months of hire)
• Proficiency in Microsoft Office, particularly Excel, and analytical tools
• Ability to quickly learn and adapt to new technology platforms
• Excellent written and verbal communication skills with a professional demeanor
• Strong organizational, time management and multitasking skills
• Ability to work independently while collaborating effectively in a team environment

💰 COMPENSATION: $70,000 – $77,000; based on experience. This role is also eligible for a discretionary bonus.

🎁BENEFITS & PERKS

Experience a comprehensive package designed to fuel your personal and professional journey:

• Health & Insurance: Medical, dental, vision, life, and voluntary life insurance; short and long‑term disability coverage
• Financial Security: 401K retirement plan; medical and dependent care flexible spending accounts
• Time Off: Unlimited Paid Time Off for full‑time employees (30 hours/week)
• Professional Growth: Education assistance to support continued learning and development
• Culture: An exciting, fast‑paced and collaborative environment at a growing SEC‑registered investment advisory firm

📢 MAKE A VISABLE IMPACT: Apply now or forward your resume directly to: katy_martone@ajg.com

Apella Wealth is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, status, religion or belief, marital status, or pregnancy and maternity.

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