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Senior Portfolio Analytics & Implementation Analyst

Job in Roanoke, Roanoke County, Virginia, 24019, USA
Listing for: Advisor Group Inc.
Full Time position
Listed on 2026-11-01
Job specializations:
  • Finance & Banking
    Financial Analyst, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 95000 - 116000 USD Yearly USD 95000.00 116000.00 YEAR
Job Description & How to Apply Below

Osaic is hiring a Senior Analyst for Wealth Management Portfolio Analytics & Implementation. The role focuses on delivering high-quality portfolio analysis, proposal support, and implementation across the firm.

You will collaborate with Advisors, Investment Team, Sales, and Client Service to translate objectives into actionable analysis and precise implementation instructions. The position requires 7+ years’ experience in wealth/investment management, strong Excel skills, and experience with

Join us at Advisor Group Inc. as our next Senior Portfolio Analytics & Implementation Analyst in Falls Church, VA, United States.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

This is a Full Time role.

The position is based in Falls Church, VA, United States.

This opportunity is part of our work in Finance, IT & Technology.

Position Requirements
10+ Years work experience
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