Investment Analyst – UHNW Portfolio Modeling & Analysis
Listed on 2026-10-07
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Finance & Banking
Financial Analyst, Portfolio & Asset Management, Financial Advisor / Consultant
MAI Wealth Management, Inc. is seeking an Investment Analyst to join our Century City team. This role focuses on portfolio analysis, financial modeling, and translating data into actionable insights for Ultra High Net Worth clients.
The Analyst supports Advisors in portfolio construction, reporting, and client requests with precision and quick learning in a fast-paced environment. This position requires five days per week in the office and offers a path toward relevant CFA/ CFP credentials as
Consider building your career as a Investment Analyst – UHNW Portfolio Modeling & Analysis at MAI Wealth Management, Inc.
We are currently recruiting a Investment Analyst – UHNW Portfolio Modeling & Analysis for our team in Los Angeles, CA, United States.
This is a great opportunity to take on the Investment Analyst – UHNW Portfolio Modeling & Analysis role at MAI Wealth Management, Inc.
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