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Wealth Portfolio Analyst – Strategy, Rebalancing & Insights

Job in Birmingham, Jefferson County, Alabama, 35275, USA
Listing for: OakworthTalent
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
  • Business
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Oakworth Talent is seeking an Investment Analyst to assist the Wealth team with various projects and analyses, coordinating strategies with leadership, portfolio managers, and client advisors. This role includes oversight on trades and portfolio rebalancing.

The ideal candidate will hold a Bachelor’s degree in economics, finance, or a related field, possess strong analytical skills, and demonstrate professionalism while managing confidential information. The position offers an opportunity to grow within a collaborative team environment.

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