#2002

Portfolio Analyst

Morristown, NJ, United States

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
  • Compensation package in the $150,000+ range 

Requirements

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

 

About Leah Yosef International: Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide. With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.