More jobs:
Senior Specialist, IWM Portfolio Analyst
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, Financial Analyst
Job Description & How to Apply Below
- Support Portfolio Managers in the management of discretionary portfolios for high-net-worth clients, including portfolio rebalancing, trade preparation and implementation.
- Prepare client meeting materials, portfolio reviews and investment reporting to support client engagement and retention.
- Analyse the impact of investment strategy changes, assess transaction suitability and provide portfolio recommendations.
- Pre-qualify clients for alternative investment opportunities and assist with investment research and due diligence.
- Monitor trade activity, resolve compliance notifications and ensure adherence to investment guidelines and regulatory requirements.
- Produce portfolio analytics, performance attribution and reporting to support investment decisions and business objectives.
- 3–5 years' experience in portfolio management, investment analysis, wealth management or a related investment function.
- Strong knowledge of portfolio construction, trading, performance measurement and investment reporting across multiple asset classes.
- Bachelor's degree required; MBA, CFA or progress towards a CFA qualification preferred.
- Strong analytical, organisational and communication skills, with the ability to support multiple Portfolio Managers and high-net-worth client relationships.
Demonstrates expertise in portfolio management, investment analysis, and client engagement, with a strong focus on portfolio construction, trading, and performance measurement across various asset classes. Proficient in producing investment reporting and analytics to support high-net-worth client relationships and compliance with regulatory requirements.
Highest-signal resume keywords- Portfolio Management
- Investment Analysis
- Performance Measurement
- CFA Qualification
- Client Engagement
- Portfolio Construction
- Trading
- Investment Reporting
- Performance Attribution
- Analytical Skills
- Organisational Skills
- Communication Skills
- Bachelor's Degree
- MBA
- CFA
- High-Net-Worth Clients
- Investment Strategy
- Due Diligence
- Compliance Notifications
- Investment Guidelines
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:
×