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Senior Portfolio Analyst: IWM & HNW Investing Analytics
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Jobtailor is seeking a Portfolio Management Support professional in Dallas for high-net-worth client portfolios. You will assist Portfolio Managers with discretionary portfolios, rebalancing, and trade execution, while preparing meetings and investment reporting to strengthen client engagement.
The role emphasizes analytical skills, cross-asset experience, and communication with clients, ensuring compliance with investment guidelines and regulatory requirements.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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