More jobs:
Senior Investment Analyst
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-06-30
Listing for:
GemHarvest Executive Recruiting
Full Time
position Listed on 2026-06-30
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Analyst, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Senior Portfolio & Investment Operations Analyst
$3B+ Ultra High Net Worth RIA team
Dallas, TX | In office
A $3B+ ultra high net worth wealth management team in Dallas is seeking a sharp, systems-oriented analyst to help support portfolio operations, trading, rebalancing, cash management, and internal workflows as the team continues to scale.
This is a strong opportunity for someone who enjoys investment execution, Excel-driven problem solving, and working closely with senior advisors in a high-performing, client-focused environment.
What You’ll Do- Support trading, rebalancing, portfolio workflows, and cash management
- Build and refine Excel models, templates, dashboards, and recurring processes
- Partner with advisors on analytical projects and complex client situations
- $150,000–$160,000 base salary (plus discretionary bonus potential of $15,000–$30,000)
- Meaningful role on a growing UHNW advisory team
- Direct exposure to senior decision-makers
- Bachelor's Degree
- 5+ years of relevant RIA, wealth management, investment operations, portfolio operations, trading, or rebalancing experience
- Strong Excel and systems skills
- Series 65 or 66 preferred, or willingness to obtain
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×