Portfolio Analyst

About Apella

Apella Wealth is an employee-owned, wealth advisory firm (RIA) headquartered in West Hartford, CT with offices across the nation serving thousands of investors, families, businesses and institutions.

Founded in 2014, we are growing rapidly with more than $10B in assets under management. We are scaling both organically and through strategic acquisitions as we enter new regional markets and develop world-class, client-relevant capabilities.

Most importantly, we are growing by identifying the right partners that embrace our culture, share in our values, and are dedicated to putting client service first in all they do.

We compete for talent.

We owe it to our clients and our co-workers to find the right people for them and us. At Apella, we do meaningful financial planning with people we genuinely enjoy working with.

The Role

As an Apella Portfolio Analyst, you’ll serve in a key investment portfolio architect role to HNW/UHNW clients in close collaboration with Apella Advisors and the broader Investments & Research team. This position is responsible for executing portfolio trading, monitoring cash flows, rebalancing client accounts, analyzing portfolios, and implementing tax-aware investment recommendations that align with the firm's evidence-based investment philosophy. The ideal candidate combines strong analytical and technical skills with exceptional attention to detail, thrives in a fast-paced and collaborative environment, and is passionate about using data, technology, and sound investment principles to help clients achieve their financial goals.

This role is an outstanding opportunity for someone looking to build a long-term career in wealth management and investment operations while gaining direct exposure to portfolio construction, trading strategy, financial markets, and advisor collaboration. As Apella continues to expand its national footprint, the Portfolio Analyst will have the opportunity to develop deep expertise across investment management, client service, and financial technology while working alongside experienced professionals in a highly collaborative culture. Individuals who are intellectually curious, enjoy solving complex problems, and are motivated by continuous learning will find this position to be an excellent launching point for future growth within portfolio management, investment research, trading, operations leadership, or financial advisory services.

This is a rare opportunity to step into a well-supported, critical investment role within a national, fee-only RIA. You’ll receive unparalleled training and education into the best practices of investment portfolio analysis and how to leverage all the technological and financial resources that comes with being an Apella employee.

Where you’ll work:

This role will be located on our Costa Mesa, CA - based team and be expected to be available for in-office meetings with some remote work flexibility as determined by your specific team leadership.

What you’ll be responsible for:

• Manage day-to-day portfolio trading for multiple offices/financial advisors using trading software
• Monitor daily portfolio cash inflows/outflows and reallocate capital deposits as necessary
• Analyze existing client and new prospect portfolios to form diversification recommendations aligned with Apella’s investment philosophy
• Recommend tax efficient portfolio adjustments aligned with Apella’s investment philosophy
• Utilize portfolio management and trading software daily to create trade allocation recommendations
• Create manual trade recommendations without the use of trading software when needed
• Provide independent, researched insight on financial market conditions and forecasts
• Deliver operational and administrative support to Apella Advisors as needed
• Ensure all client touchpoints are addressed with an exceptional client service mentality and detail
• Establish and maintain organized files and records in adherence with compliance requirements
• Prepare agenda materials and attend meetings as requested by the Advisory team or firm leadership

What qualifications we’re looking for:

• A four-year degree in business, engineering, finance, economics or similar analytical field required
• 3 years of investment management or trading operations experience
• Series 65 is preferred (not required)
• Knowledge of various investment vehicles & asset classes (i.e. ETFs, Mutual Funds, Derivatives, etc)
• Experience determining and mitigating tax consequences as it relates to trading strategies
• Exceptional critical thinking abilities and attention to detail
• Excellent written and oral communication skills; strong listening skills; professional demeanor
• Strong organizational, prioritization and project management skills
• Ability to multi-task and manage time effectively in a fast-paced environment
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); ERP and CRM software
• Eager to learn and able to adapt quickly to multiple technology platforms and rapid change

What we offer:

A base salary range of $80-$90K with discretionary bonus and the opportunity to gain exposure to HNW/UHNW portfolio construction while building a career path within investment management.

A comprehensive benefits package including:

• Day 1 Medical, Dental, and Vison health insurance coverage for you and your specific needs
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options w/company contribution
• 401(k) retirement plan with company match to help you achieve your financial goals
• Unlimited Paid Time Off (PTO) policy to ensure you have time to rest and recharge when needed
• Employer-paid life insurance, AD&D, short-term disability, and long-term disability coverage options
• 16-week fully paid Parental Leave programs and adoption assistance support to help you start a family
• Continuing education and certification fee reimbursement for professional development
• Discount perks on travel, childcare, fitness, electronics, meal delivery, pet insurance, and more
• Most importantly: The chance to help shape the future of a growing regional team and firm

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