Associate Portfolio Analyst
LGT Financial Advisors, Dallas, TX, United States
About the Role
LGT Financial Advisors is seeking an ambitious, detail-oriented, and investment-minded professional to support the portfolio management function of our growing financial advisory firm. This is an early-career role designed for someone who wants to build a meaningful career in portfolio management, analytics, and wealth advisory. The ideal candidate is intellectually curious, highly organized, tech-forward, and motivated by the opportunity to help advisors and clients make optimized investment decisions.
This role is especially well-suited for a candidate who is interested in, currently pursuing, or planning to pursue the Chartered Financial Analyst (CFA®) designation. The position will play an important role in supporting investment performance reporting, portfolio data integrity, manager due diligence, alternative investment tracking, and ongoing portfolio management operations.
Why This Role Matters
LGT Financial Advisors manages over 575 client portfolios across a broad range of investment solutions, including traditional public market strategies, model portfolios, and customized portfolios with meaningful exposure to private investments. Because of the complex nature of portfolio construction, accurate data, timely reporting, organized records, and disciplined portfolio oversight are essential. This role helps ensure that the firm’s portfolio management solutions run with clarity, consistency, and precision.
What You Will Do
The Associate Portfolio Analyst will support the firm’s investment management process through a combination of data analytics, reporting, systems management, investment operations, and portfolio support.
Key responsibilities include:
Portfolio data and performance reporting
Private investment tracking and pricing
Investment platform organization
Technology, systems, and process improvement
Team support and investment oversight
Who We Are Looking For
We are looking for someone who is passionate about building a career in portfolio management and who understands that strong oversight begins with strong execution and due diligence. The ideal candidate is:
Team and client oriented, motivated to bring their best efforts each day
Detail-oriented with strong organizational skills
Comfortable working with reports, systems, and recurring data processes
Tech-focused and interested in automation, workflow efficiency, and better use of systems
Confident in working independently while also supporting a collaborative advisory team
Interested in or currently pursuing the CFA® designation
Strong portfolio construction and investment acumen
Qualifications
Required
Bachelor’s degree in finance, accounting, economics, business, data analytics, or a related field
Comfort working with investment data, spreadsheets, reports, and multiple systems
Ability to manage recurring tasks independently and consistently
Work in office at least three days per week
Preferred
Interest in, or active pursuit of, the CFA® designation.
Experience with Black Diamond, Fidelity Wealthscape, Charles Schwab, CAIS, or similar investment platforms
Familiarity with basic asset classes such as public equity, fixed income, private equity, private credit, real assets, and alternative investments
LGT Financial Advisors is seeking an ambitious, detail-oriented, and investment-minded professional to support the portfolio management function of our growing financial advisory firm. This is an early-career role designed for someone who wants to build a meaningful career in portfolio management, analytics, and wealth advisory. The ideal candidate is intellectually curious, highly organized, tech-forward, and motivated by the opportunity to help advisors and clients make optimized investment decisions.
This role is especially well-suited for a candidate who is interested in, currently pursuing, or planning to pursue the Chartered Financial Analyst (CFA®) designation. The position will play an important role in supporting investment performance reporting, portfolio data integrity, manager due diligence, alternative investment tracking, and ongoing portfolio management operations.
Why This Role Matters
LGT Financial Advisors manages over 575 client portfolios across a broad range of investment solutions, including traditional public market strategies, model portfolios, and customized portfolios with meaningful exposure to private investments. Because of the complex nature of portfolio construction, accurate data, timely reporting, organized records, and disciplined portfolio oversight are essential. This role helps ensure that the firm’s portfolio management solutions run with clarity, consistency, and precision.
What You Will Do
The Associate Portfolio Analyst will support the firm’s investment management process through a combination of data analytics, reporting, systems management, investment operations, and portfolio support.
Key responsibilities include:
Portfolio data and performance reporting
Private investment tracking and pricing
Investment platform organization
Technology, systems, and process improvement
Team support and investment oversight
Who We Are Looking For
We are looking for someone who is passionate about building a career in portfolio management and who understands that strong oversight begins with strong execution and due diligence. The ideal candidate is:
Team and client oriented, motivated to bring their best efforts each day
Detail-oriented with strong organizational skills
Comfortable working with reports, systems, and recurring data processes
Tech-focused and interested in automation, workflow efficiency, and better use of systems
Confident in working independently while also supporting a collaborative advisory team
Interested in or currently pursuing the CFA® designation
Strong portfolio construction and investment acumen
Qualifications
Required
Bachelor’s degree in finance, accounting, economics, business, data analytics, or a related field
Comfort working with investment data, spreadsheets, reports, and multiple systems
Ability to manage recurring tasks independently and consistently
Work in office at least three days per week
Preferred
Interest in, or active pursuit of, the CFA® designation.
Experience with Black Diamond, Fidelity Wealthscape, Charles Schwab, CAIS, or similar investment platforms
Familiarity with basic asset classes such as public equity, fixed income, private equity, private credit, real assets, and alternative investments