Financial Analyst

About the Role

We’re hiring a Portfolio Manager to join a boutique, SEC-registered investment advisory firm serving high-net-worth individuals, families, and small institutions. This is a hands-on role that blends investment management, client advisory, and business development in a collaborative, small-team environment.

You’ll work directly with firm principals to manage customized client portfolios, contribute to investment decisions, and build long-term client relationships. This role is ideal for an experienced investment professional who brings both technical portfolio expertise and client relationships/assets that can grow with the firm.

What You’ll Do

Portfolio Management & Investment Strategy

• Manage and monitor individualized client portfolios across asset classes
• Conduct market research and investment analysis to support portfolio decisions
• Execute trades and monitor performance relative to client objectives
• Recommend and implement portfolio adjustments based on market conditions and client goals

Client Relationship Management

• Serve as a primary point of contact for client relationships
• Lead or participate in client meetings and portfolio reviews
• Communicate investment strategy, performance, and recommendations in a clear, client-friendly manner
• Ensure portfolios align with each client’s risk tolerance and financial objectives

Business Development & Growth (Required)

• Bring and/or transition an existing book of business (client assets under management) in compliance with all applicable agreements
• Maintain and deepen existing client relationships while identifying opportunities for growth
• Support new client acquisition through referrals, networking, and relationship building

Team Collaboration & Operations

• Partner closely with firm leadership on investment strategy and client management
• Utilize portfolio management and reporting tools (Advent or similar systems)
• Support preparation of client reporting and ongoing portfolio updates

What We’re Looking For

Core Requirements

• 3–5 years of experience in portfolio management, investment advisory, or wealth management
• Demonstrated ability to manage or advise on client portfolios and investment strategy
• Existing client relationships or a portable book of business that can be transitioned in compliance with applicable agreements
• Bachelor’s degree in Finance, Economics, or a related field
• Strong understanding of financial markets, asset allocation, and investment strategy
• Proven ability to build and maintain client relationships
• Strong communication skills with the ability to explain complex financial concepts clearly
• Ability to operate independently within a small, entrepreneurial team environment

Preferred Qualifications

• CFA, CFP, or similar designation (or in progress)
• Experience working in a Registered Investment Advisor (RIA) environment
• Familiarity with Advent or similar portfolio management platforms

Benefits

• 100% employer-paid healthcare fund for additional health expenses
• Profit-sharing plan participation

Why This Role

• Direct exposure to firm leadership and investment decision-making
• Opportunity to build and grow your client base within an established firm
• Work on fully customized portfolios—not model-driven investing
• High visibility and long-term growth opportunity in a stable boutique firm

Additional Job Application Terms

This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.

We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.