Senior Family Office Portfolio Analyst
Listed on 2026-11-01
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Finance & Banking
Financial Analyst -
Business
Financial Analyst
Roch Capital in Glen Mills, PA seeks a Family Office Senior Investment Analyst to administer portfolios, perform market research, and prepare investment memos and IPS governance. The role includes regular reviews with Investors and business managers, maintaining liquidity needs and risk oversight.
The candidate should have 5+ years of portfolio administration experience for individuals, trusts, foundations or entities, with CPA, CFA, IA or CIPM preferred. In-office schedule is Mon-Fri, 8am–5pm.
For the Senior Family Office Portfolio Analyst position at And Simple ApS, we are reviewing applications now.
Are you ready to take on the Senior Family Office Portfolio Analyst role at And Simple ApS?
We would love to welcome a new Senior Family Office Portfolio Analyst to our organisation in PA, United States.
Step into the Senior Family Office Portfolio Analyst role at And Simple ApS in PA, United States and grow with us.
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