Portfolio Analyst

The ideal candidate will enjoy working directly with private wealth clients and assisting Chief Investment Officer with macro research, security selection, and overall portfolio management.


  • Conduct macro, asset class, industry sector and theme-based research and analysis
  • Assist with portfolio management and analysis
  • Evaluate new investments (equities, fixed income, alternative investments)
  • Assist with client requests and general administration


  • Bachelor's degree or equivalent experience
  • Demonstrable expertise with Excel and PowerPoint
  • Excellent communication skills
  • Progress towards CFA designation
  • Previous quantitative and qualitative research experience
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