Modera Wealth Management is hiring a Portfolio Analyst

Modera Wealth Management is hiring a Portfolio Analyst to join our investments team. In this role, you will help manage investment strategies, gaining deep exposure to portfolio construction, trading and implementation, and client strategy.

What You'll Do

• Effectively manage daily firm-wide trading, rebalancing, and reconciliation process.
• Ensure proper execution of client and advisor requests.
• Keep portfolios in compliance with Investment Committee guidelines regarding asset class, market cap, sector, and individual security weightings.
• Ensure all internal portfolio documentation is updated and complete.
• Create portfolio proposals for current and prospective clients in collaboration with members of the Wealth Management team.

What We're Looking For

• Bachelor’s Degree.
• CFP or CFA certification.
• Minimum 3-7 years of experience in a wealth management related or financial services field.
• Experience with trading software (Tamarac, Eclipse, Redtail, etc.).
• CRM experience.
• Proven analytical and problem-solving skills.
• Working knowledge of planning strategies and solutions.
• Highly proficient in financial planning software and computer software, including the Microsoft Office Suite.
• Excellent written and verbal communication skills.
• Actively engages as a team member.
• Adaptability and flexibility.

Nice to Have

• M&A knowledge.

Technical Stack

• Tamarac
• Eclipse
• Redtail
• CRM
• Microsoft Office Suite

Team & Environment

You will be part of the investments team within a firm of more than 200 employees across 19 offices.

Benefits & Compensation

• Competitive base salary.
• Performance based bonus.
• Safe Harbor 401(k) plan.
• Medical, Dental, Vision, and more.
• Generous PTO and leave policies.
• Opportunities for professional growth and continuing education.
• Partial remote work.
• Compensation range: $65,000-100,000.

Work Mode

This is a hybrid position with offices in Boston, MA; Westwood, NJ; New York, NY; Charlotte, NC; Atlanta, GA; McLean, VA; Annapolis, MD; and Wayne, NJ.

Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.