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Portfolio Analyst - Remote

Posted 7 days ago
Finance / Legal
Full Time
VA, USA
$65,000 - $100,000/year

Overview

Modera Wealth Management is seeking a Portfolio Analyst to help manage investment strategies, providing exposure to portfolio construction, trading, and client strategy.

In Short

  • Manage daily firm-wide trading and rebalancing processes.
  • Ensure execution of client and advisor requests.
  • Maintain portfolio compliance with guidelines.
  • Create portfolio proposals for clients.
  • Collaborate with the Wealth Management team.
  • Qualifications include a Bachelor’s Degree and CFP or CFA certification.
  • 3-7 years of experience in wealth management.
  • Experience with trading software and CRM systems.
  • Strong analytical and problem-solving skills required.
  • Benefits include competitive salary and performance-based bonus.

Requirements

  • Bachelor’s Degree required
  • CFP or CFA certification
  • 3-7 years of experience in wealth management
  • M&A knowledge preferred
  • Experience with trading software
  • CRM experience

Benefits

  • Competitive based salary
  • Performance based bonus
  • Safe Harbor 401(k) plan
  • Medical, Dental, Vision, and more
  • Generous PTO and leave policies
  • Opportunities for professional growth
  • Partial remote work

M.W.M

Modera Wealth Management

Modera Wealth Management is an independent, fee-only financial advisory firm dedicated to making a positive impact on clients' lives through comprehensive financial planning and intelligent investment management. As a fast-growing company, Modera offers career development opportunities from entry-level positions to ownership, fostering a culture that values confident humility, a growth mindset, and trusted relationships. The firm is committed to maintaining a supportive and inclusive environment, ensuring that all team members feel a sense of belonging while delivering exceptional service to clients.

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