Senior Specialist, IWM Portfolio Analyst

Job description

We are seeking a detail-oriented and client-focused investment professional to join our Texas-based Wealth Management team. Supporting a group of Portfolio Managers overseeing approximately $4.7 billion in assets for high-net-worth families, this role will play a key part in portfolio management, client preparation and investment analysis. The successful candidate will help deliver portfolio rebalancing, investment reporting and alternative investment pre-screening while contributing to an exceptional client experience.

This position offers a clear development path into an Associate Portfolio Manager or Associate Wealth Advisor role. In this role, you'll make an impact in the following ways: Support Portfolio Managers in the management of discretionary portfolios for high-net-worth clients, including portfolio rebalancing, trade preparation and implementation. Prepare client meeting materials, portfolio reviews and investment reporting to support client engagement and retention.

Analyse the impact of investment strategy changes, assess transaction suitability and provide portfolio recommendations. Pre-qualify clients for alternative investment opportunities and assist with investment research and due diligence. Monitor trade activity, resolve compliance notifications and ensure adherence to investment guidelines and regulatory requirements. Produce portfolio analytics, performance attribution and reporting to support investment decisions and business objectives.

To be successful in this role, we're seeking the following: 3–5 years' experience in portfolio management, investment analysis, wealth management or a related investment function. Strong knowledge of portfolio construction, trading, performance measurement and investment reporting across multiple asset classes. Bachelor's degree required; MBA, CFA or progress towards a CFA qualification preferred. Strong analytical, organisational and communication