Associate Portfolio Analyst

About Lane Gorman Trubitt, LLC

Founded in 1950, Lane Gorman Trubitt, LLC is a middle‑market, regional public accounting firm located in the Uptown neighborhood of Dallas, TX. We are affiliated with Prime Global, an association of independent accounting firms. Currently, LGT has around 140 employees working in various service lines including assurance/audit, tax, accounting and consulting services.

LGT Financial Advisors is seeking an ambitious, detail‑oriented, and investment‑minded professional to support the portfolio management function of our growing financial advisory firm. This is an early‑career role designed for someone who wants to build a meaningful career in portfolio management, analytics, and wealth advisory. The ideal candidate is intellectually curious, highly organized, tech‑forward, and motivated by the opportunity to help advisors and clients make optimized investment decisions.

This role is especially well‑suited for a candidate who is interested in, currently pursuing, or planning to pursue the Chartered Financial Analyst (CFA®) designation. The position will play an important role in supporting investment performance reporting, portfolio data integrity, manager due diligence, alternative investment tracking, and ongoing portfolio management operations.

LGT Financial Advisors manages over 575 client portfolios across a broad range of investment solutions, including traditional public market strategies, model portfolios, and customized portfolios with meaningful exposure to private investments. Because of the complex nature of portfolio construction, accurate data, timely reporting, organized records, and disciplined portfolio oversight are essential. This role helps ensure that the firm's portfolio management solutions run with clarity, consistency, and precision.

The Associate Portfolio Analyst will support the firm's investment management process through a combination of data analytics, reporting, systems management, investment operations, and portfolio support.

• Portfolio data and performance reporting
• Private investment tracking and pricing
• Investment platform organization
• Technology, systems, and process improvement
• Team support and investment oversight

We are looking for someone who is passionate about building a career in portfolio management and who understands that strong oversight begins with strong execution and due diligence. The ideal candidate is:

• Team and client oriented, motivated to bring their best efforts each day
• Detail‑oriented with strong organizational skills
• Comfortable working with reports, systems, and recurring data processes
• Tech‑focused and interested in automation, workflow efficiency, and better use of systems
• Confident in working independently while also supporting a collaborative advisory team
• Interested in or currently pursuing the CFA® designation
• Strong portfolio construction and investment acumen

• Bachelor's degree in finance, accounting, economics, business, data analytics, or a related field
• Comfort working with investment data, spreadsheets, reports, and multiple systems
• Ability to manage recurring tasks independently and consistently
• Work in office at least three days per week

• Interest in, or active pursuit of, the CFA® designation
• Experience with Black Diamond, Fidelity Wealthscape, Charles Schwab, CAIS, or similar investment platforms
• Familiarity with basic asset classes such as public equity, fixed income, private equity, private credit, real assets, and alternative investments

If you're looking for a position to jump‑start your career in an influential and established firm where you can gain experience with multiple clients and industries, this is the place for you. LGT offers educational, professional, and social opportunities to help each of our staff grow personally and professionally. Our family atmosphere sets us apart from larger firms and gives us the opportunity to help you develop your career!