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Financial Analyst Financial Consultant Financial Services

Hybrid Portfolio Analyst — Wealth Management & Trading

Job in West Hartford, Hartford County, Connecticut, 06107, USA
Listing for: Apella Wealth
Full Time position
Listed on 2026-02-08
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant, Financial Services
Job Description & How to Apply Below
A growing wealth management firm is seeking a Portfolio Analyst to manage daily portfolio trading and monitor investments in a hybrid work setting. The ideal candidate will have a background in finance with strong analytical skills and familiarity with trading software. Responsibilities include rebalancing accounts, providing financial insights, and supporting financial advisors. Competitive benefits include unlimited PTO and comprehensive insurance packages.
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