Hybrid Portfolio Analyst – Wealth Management
Job in
Costa Mesa, Orange County, California, 92626, USA
Listed on 2026-08-02
Listing for:
Apella Wealth
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
Apella Wealth seeks a Portfolio Analyst for its Costa Mesa, CA-based team to support HNW/UHNW clients in collaboration with Advisors and the Investments & Research group. You’ll execute trades, monitor cash flows, rebalance, analyze portfolios, and implement tax-aware recommendations that align with the firm’s evidence-based philosophy.
This role offers exposure to portfolio construction, trading strategy, financial markets, and advisor collaboration, with long-term growth within a growing
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