Senior Portfolio Analyst - Wealth Management

Judson Group is proud to partner with a highly respected and rapidly growing RIA serving ultra-high-net-worth individuals and families in the search for a Senior Portfolio Analyst to join its Dallas-based team.

This is an exciting opportunity for a highly analytical, systems-minded investment professional who thrives at the intersection of portfolio management, trading, investment operations, and process optimization. As the firm continues to scale, this individual will play a key role in strengthening infrastructure, enhancing workflows, and supporting sophisticated client investment strategies.

If you enjoy solving complex challenges, building smarter systems, working directly with advisors, and making a visible impact within a collaborative, high-performing environment, this role offers significant growth potential and long-term career opportunity.

• Join a well-established and growing RIA with an exceptional ultra-high-net-worth client base.
• Play a highly visible role helping shape and scale investment operations and portfolio infrastructure.
• Work alongside experienced advisors and leadership in a collaborative, team-oriented environment.
• Gain exposure to sophisticated client situations involving investments, liquidity, tax considerations, and planning strategies.
• Enjoy a role that blends technical expertise, strategic thinking, and operational leadership.

• Support portfolio trading, rebalancing, cash management, and investment implementation across client accounts.
• Utilize Tamarac, Schwab, Excel, and internal systems to manage and enhance portfolio operations workflows.
• Monitor client cash balances to ensure alignment with investment strategy and liquidity needs.
• Build and refine Excel-based models, dashboards, templates, and recurring analytical processes.
• Partner closely with advisors on complex client analyses, custom modeling, and investment-related decision frameworks.
• Prepare client-facing analysis and presentation materials related to investments, liquidity, taxes, and planning tradeoffs.
• Serve as a key internal resource for portfolio operations, reporting questions, trading workflows, and process execution.
• Identify opportunities to streamline operations, reduce manual tasks, improve accuracy, and build scalable infrastructure.
• Communicate with clients as needed regarding portfolio activity, trade execution, market conditions, and analytical projects.
• Collaborate with senior advisors and leadership to preserve institutional knowledge while helping modernize systems and workflows for future growth.

• Experience with in an RIA, private wealth management firm, multifamily office, trust company, or similar financial services environment.
• Background in portfolio trading, investment operations, portfolio management, rebalancing, or investment analysis.
• Series 65 or Series 66 license required or willingness to obtain shortly after hire.
• Advanced Excel skills with the ability to build financial models, manipulate data, automate workflows, and create reporting tools.
• Familiarity with Tamarac or comparable portfolio management and rebalancing platforms.
• Experience working with Schwab or another major custodial platform strongly preferred.
• Strong analytical and problem-solving abilities with a proactive, solutions-oriented mindset.
• Excellent communication skills and the ability to clearly explain complex analytical concepts.
• Comfort operating in a collaborative, entrepreneurial environment where team members contribute across functions.