Portfolio Analyst
Leah Yosef International, Trenton, NJ, United States
Fast growing and dynamic Multi-Billion AUM Fee-Only RIA seeks a Portfolio Analyst to serve as a technical partner to the CIO and advisory team, responsible for the execution, rebalancing, and daily maintenance of the firms discretionary models.
Highlights
Serve as a core member of the investment team executing firm-wide model changes, tactical shifts, and security swaps using automated rebalancing and trading platforms
Partner with advisors to provide guidance on current portfolio positioning, delivering tax-smart strategies that optimize legacy account transitions.
Collegial, forward-thinking culture at a Firm with an emerging alternative investment platform and SMA offering
Requirements
3+ years of direct trading experience within an RIA, Multi-Family Office, or Asset Management firm.
Excellent client facing and interpersonal skills
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Highlights
Serve as a core member of the investment team executing firm-wide model changes, tactical shifts, and security swaps using automated rebalancing and trading platforms
Partner with advisors to provide guidance on current portfolio positioning, delivering tax-smart strategies that optimize legacy account transitions.
Collegial, forward-thinking culture at a Firm with an emerging alternative investment platform and SMA offering
Requirements
3+ years of direct trading experience within an RIA, Multi-Family Office, or Asset Management firm.
Excellent client facing and interpersonal skills
#J-18808-Ljbffr