Overview
About Apella Wealth Apella Wealth (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding into new markets. This is a hybrid role 3 days a week onsite in our
West Hartford, Connecticut office . Apella is headquartered in Connecticut with offices across the country. As Apella continues to grow it offers clients, employees and advisors unique experience by taking a team approach to offering the highest quality of service. We get to know our clients very well and use that knowledge to create customized financial, investment and tax plans, and manage their investments. The successful
Portfolio Analyst
candidate should be an enthusiastic problem solver with strong communication skills, who can multi-task and work in a team environment.
Responsibilities
Manage day-to-day model portfolio trading for multiple offices/financial advisors using trading software
Monitor daily inflows and outflows and invest deposits as necessary
Rebalance accounts and create appropriate cash as necessary
Recommend tax efficient portfolio adjustments using a subset of investment model allocations as provided by the firm
Utilize portfolio management and trading software to produce trade recommendations and drive portfolio allocation decisions
Create manual trade recommendations without the use of trading software when needed
Analyze client and prospect portfolios and provide recommendations to achieve a broadly diversified investment strategy aligning with the firm’s investment philosophy
Provide insight on financial markets
Provide operational and administrative support to team of Financial Advisors and Planners
Provide a high level of service to our firm’s clients
Establish and maintain organized files and records in adherence with compliance requirements
Plan and/or attend meetings as requested by the Advisors
Assist with projects as needed
Perform other duties as assigned
Requirements
Bachelor’s Degree preferred in a finance, economics or finance related program and /or 2+ years of related wealth management operations experience
FINRA Series 65 a plus (or required within 6 months of hire)
Knowledge of mutual funds, ETF’s and other investment instruments
Knowledge of investment vehicles and the assets that can be held in them
Knowledge of tax consequences as it relates to trading in investment vehicles
Proficient in Microsoft Office, Excel and other analytical tools
Strong technical knowledge and ability to quickly learn new technology systems
Excellent written and oral communication skills; strong listening skills; professional demeanor
Strong organizational, prioritization and project management skills
Ability to multi-task and manage time effectively in a fast-paced environment without sacrificing quality of work
Ability to work independently and as part of a team
Ability to learn and adapt quickly to multiple technology platforms
Apella Wealth, LLC is an investment advisory firm registered with the Securities and Exchange Commission. Apella Wealth offers competitive salaries and benefits to full time employees (30 hours per week or more) that include unlimited Paid Time Off, Medical, Dental, Life Insurance, Short and Long Term Disability, 401k, Vision, Medical and Dependent Care Flexible Spending Accounts, Voluntary Life Insurance, Education Assistance and the opportunity to work in an exciting, fast-paced environment. Gallagher's HR & Organizational effectiveness team provides expert guidance and hands-on support in HR, Recruiting, and Payroll to help organizations stay focused on achieving their strategic business goals.
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About Apella Wealth Apella Wealth (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding into new markets. This is a hybrid role 3 days a week onsite in our
West Hartford, Connecticut office . Apella is headquartered in Connecticut with offices across the country. As Apella continues to grow it offers clients, employees and advisors unique experience by taking a team approach to offering the highest quality of service. We get to know our clients very well and use that knowledge to create customized financial, investment and tax plans, and manage their investments. The successful
Portfolio Analyst
candidate should be an enthusiastic problem solver with strong communication skills, who can multi-task and work in a team environment.
Responsibilities
Manage day-to-day model portfolio trading for multiple offices/financial advisors using trading software
Monitor daily inflows and outflows and invest deposits as necessary
Rebalance accounts and create appropriate cash as necessary
Recommend tax efficient portfolio adjustments using a subset of investment model allocations as provided by the firm
Utilize portfolio management and trading software to produce trade recommendations and drive portfolio allocation decisions
Create manual trade recommendations without the use of trading software when needed
Analyze client and prospect portfolios and provide recommendations to achieve a broadly diversified investment strategy aligning with the firm’s investment philosophy
Provide insight on financial markets
Provide operational and administrative support to team of Financial Advisors and Planners
Provide a high level of service to our firm’s clients
Establish and maintain organized files and records in adherence with compliance requirements
Plan and/or attend meetings as requested by the Advisors
Assist with projects as needed
Perform other duties as assigned
Requirements
Bachelor’s Degree preferred in a finance, economics or finance related program and /or 2+ years of related wealth management operations experience
FINRA Series 65 a plus (or required within 6 months of hire)
Knowledge of mutual funds, ETF’s and other investment instruments
Knowledge of investment vehicles and the assets that can be held in them
Knowledge of tax consequences as it relates to trading in investment vehicles
Proficient in Microsoft Office, Excel and other analytical tools
Strong technical knowledge and ability to quickly learn new technology systems
Excellent written and oral communication skills; strong listening skills; professional demeanor
Strong organizational, prioritization and project management skills
Ability to multi-task and manage time effectively in a fast-paced environment without sacrificing quality of work
Ability to work independently and as part of a team
Ability to learn and adapt quickly to multiple technology platforms
Apella Wealth, LLC is an investment advisory firm registered with the Securities and Exchange Commission. Apella Wealth offers competitive salaries and benefits to full time employees (30 hours per week or more) that include unlimited Paid Time Off, Medical, Dental, Life Insurance, Short and Long Term Disability, 401k, Vision, Medical and Dependent Care Flexible Spending Accounts, Voluntary Life Insurance, Education Assistance and the opportunity to work in an exciting, fast-paced environment. Gallagher's HR & Organizational effectiveness team provides expert guidance and hands-on support in HR, Recruiting, and Payroll to help organizations stay focused on achieving their strategic business goals.
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