Portfolio Analyst

Firm: Regional SEC-Registered Investment Adviser

Overview

We are a growing, sophisticated SEC-registered investment advisory firm serving high-net-worth individuals, families, and business owners. We are seeking a Portfolio & Strategy Analyst to work closely with the firm’s principals on portfolio management, cash allocation, tax-aware investment implementation, and integrated tax and estate planning support.

This role is ideal for a trained professional with strong investment acumen who is looking to work at the intersection of portfolio management, tax strategy, and client advisory services within a high-touch wealth management environment.

Key Responsibilities

• Portfolio Management & Investment Support
• Assist the principals with ongoing portfolio management, including asset allocation, rebalancing, and implementation across taxable and tax-advantaged accounts
• Prepare portfolio summaries, analytics, and performance reports for internal review and client meetings
• Support cash management and allocation decisions, including liquidity planning and deployment strategies
• Assist in the execution and monitoring of tax-loss harvesting strategies, wash sale considerations, and tax-efficient trading
• Coordinate portfolio activity across custodians, reporting platforms, and investment vehicles

Tax Planning & Accounting Support

• Provide tax-aware analysis of investment decisions, including capital gains planning, income timing, and entity-level considerations
• Assist with year-round tax planning for clients, including coordination with outside CPAs
• Support preparation of tax projections and scenario modeling in collaboration with the principals

Estate & Wealth Planning Coordination

Assist in the evaluation and implementation of estate planning strategies, including:

• Trust structures
• Gifting strategies
• Basis planning and wealth transfer considerations
• Review estate and trust documents for planning implications and coordination with investment strategy
• Work with outside estate attorneys to help ensure planning strategies align with portfolio construction and tax efficiency

Client & Advisory Team Support

• Participate in client meetings and preparation of meeting materials
• Help maintain a high standard of documentation, analysis, and client deliverables
• Support ongoing improvements to internal workflows, reporting, and planning processes

Qualifications & Experience:

• EA, or advanced accounting background strongly preferred
• Bachelor’s or Master’s degree in Accounting, Finance, or a related field

3 years of experience in one or more of the following:

• Public accounting (tax focus preferred)
• Family office or wealth management
• RIA, multi-family office, or private client advisory environment

Strong understanding of:

• Individual and pass-through taxation
• Capital gains and investment taxation
• Trusts and estate planning concepts
• Portfolio reporting systems and custodial platforms

Skills & Attributes

• Highly analytical with strong attention to detail
• Comfortable working directly with firm principals in a fast-moving environment
• Ability to synthesize investment, tax, and estate planning considerations into clear recommendations
• Strong Excel and financial modeling skills
• Professional judgment and discretion

Pay: $86,000.00 - $108,000.00 per year

Benefits:

• Health insurance
• Paid time off

Education:

• Bachelor's (Preferred)

Experience:

• Microsoft Excel: 1 year (Preferred)

Work Location: In person

Salary : $86,000 - $108,000