Investment Analyst​/Portfolio Manager

Job Overview

Mitchell Anthony Capital Management ("MACM"), an Irvine-based wealth management firm, is seeking an experienced investment analyst / portfolio manager to join our growing team. This individual will play a key role in investment research, portfolio management, client service, and wealth advisory activities.

The Investment Analyst/Portfolio Manager will support the firm's investment management and wealth advisory activities through security analysis, portfolio monitoring, investment research, and client relationship support. The successful candidate will assist in evaluating investment opportunities, conducting fundamental research, monitoring portfolio holdings, preparing investment commentary, and supporting portfolio construction decisions. The role will also participate in client meetings, performance reporting, and implementation of investment strategies.

This position offers broad exposure to all aspects of portfolio management within an independent Registered Investment Advisor and provides a unique opportunity to work directly with senior leadership in a collaborative and entrepreneurial environment.

The ideal candidate will be an ambitious, intellectually curious professional who can work independently and thrive in a small‑team environment. The successful candidate will possess strong analytical, organizational, and communication skills, a passion for investing and financial markets, and a desire to grow into a senior investment management role. Experience with portfolio management and reporting platforms such as Orion, Tamarac, Advent Axys, or similar industry software is preferred.

The candidate should be a self‑starter who is excited about the opportunity to grow alongside a successful and expanding investment management firm. The ideal individual will be detail‑oriented, thoughtful, and highly organized, with the ability to manage multiple priorities while maintaining a high standard of accuracy. They should demonstrate sound judgment, a strong work ethic, and a commitment to delivering exceptional service to clients.

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related analytical field
• 3+ years of experience in investment research, portfolio management, wealth management, portfolio administration, or a related field
• Strong understanding of financial markets, investment analysis, and portfolio management principles
• Strong analytical, organizational, and problem‑solving skills with exceptional attention to detail
• Excellent verbal and written communication skills
• Advanced proficiency in Microsoft Excel and strong overall technology skills
• Experience with portfolio management and reporting systems such as Orion, Tamarac, Advent Axys, or similar industry platforms preferred
• Ability to work independently and thrive in a small‑team, entrepreneurial environment
• Demonstrated interest in investing, security analysis, and capital markets

• Salary: $120,000–$200,000 annual base salary (depending on experience) + bonus

Company:
Mitchell Anthony Capital Management

Location:

Irvine, CA