Your Future TeamReporting to the Managing Director, Investment Solutions, the Client Portfolio Analyst supports portfolio construction, investment research, and portfolio management activities across Hightower's investment strategies. Working closely with portfolio managers, research analysts, and investment committees, this role helps implement investment decisions, monitor portfolio performance, and deliver high-quality investment solutions that align with client objectives.
What You'll DoPortfolio Management- Assist in managing diversified investment portfolios by implementing investment decisions and monitoring portfolio performance.
- Support portfolio rebalancing, asset allocation, and risk management activities.
- Assist in portfolio reviews and recommend adjustments based on market conditions and investment objectives.
Investment Research & Analysis- Perform financial analysis, investment research, and due diligence on investment opportunities.
- Monitor economic trends, market developments, and portfolio risks to support investment decision-making.
- Prepare investment reports, portfolio commentary, and presentation materials.
Client & Team Support- Assist portfolio managers and client-facing teams to support investment discussions and client reporting.
- Collaborate with research, trading, operations, and compliance teams to ensure efficient portfolio management.
What You'll Bring - Bachelor's degree in Finance, Economics, Accounting, or a related field.
- 1+ years of experience in portfolio management, investment research, or financial analysis.
- Strong knowledge of investment products, portfolio construction, and risk management.
- Progress toward or completion of CFA designation preferred.
- Excellent analytical, communication, and presentation skills.
- Proficiency in portfolio management systems, Excel, and investment analytics tools
What We Offer- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- Mother's lounge onsite
- Flexible PTO plan
- In-office Monday through Thursday and work from home on Fridays
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
- Base salary of $80,000-$90,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
