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Portfolio Analyst

Leah Yosef International
Morris, NJ Full Time
POSTED ON 6/4/2026
AVAILABLE BEFORE 7/2/2026

Portfolio Analyst

Multi-Billion AUM Fee-Only RIA

Morris County, NJ


Overview


Fast growing and dynamic Multi-Billion AUM Fee-Only RIA seeks a Portfolio Analyst to serve as a technical partner to the CIO and advisory team, responsible for the execution, rebalancing, and daily maintenance of the firm’s discretionary models.


Highlights


  • Serve as a core member of the investment team executing firm-wide model changes, tactical shifts, and security swaps using automated rebalancing and trading platforms
  • Partner with advisors to provide guidance on current portfolio positioning, delivering tax-smart strategies that optimize legacy account transitions.
  • Collegial, forward-thinking culture at a Firm with an emerging alternative investment platform and SMA offering


Requirements


  • 3 years of direct trading experience within an RIA, Multi-Family Office, or Asset Management firm.
  • Excellent client facing and interpersonal skills


#2002

Salary.com Estimation for Portfolio Analyst in Morris, NJ
$109,683 to $144,310
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