Associate Portfolio Analyst

Lane Gorman Trubitt•Dallas, TX

4d•Hybrid

About The Position

LGT Financial Advisors is seeking an ambitious, detail-oriented, and investment-minded professional to support the portfolio management function of our growing financial advisory firm. This is an early-career role designed for someone who wants to build a meaningful career in portfolio management, analytics, and wealth advisory. The ideal candidate is intellectually curious, highly organized, tech-forward, and motivated by the opportunity to help advisors and clients make optimized investment decisions. This role is especially well-suited for a candidate who is interested in, currently pursuing, or planning to pursue the Chartered Financial Analyst (CFA®) designation. The position will play an important role in supporting investment performance reporting, portfolio data integrity, manager due diligence, alternative investment tracking, and ongoing portfolio management operations. LGT Financial Advisors manages over 575 client portfolios across a broad range of investment solutions, including traditional public market strategies, model portfolios, and customized portfolios with meaningful exposure to private investments. Because of the complex nature of portfolio construction, accurate data, timely reporting, organized records, and disciplined portfolio oversight are essential. This role helps ensure that the firm’s portfolio management solutions run with clarity, consistency, and precision. The Associate Portfolio Analyst will support the firm’s investment management process through a combination of data analytics, reporting, systems management, investment operations, and portfolio support.

Requirements

Bachelor’s degree in finance, accounting, economics, business, data analytics, or a related field
Comfort working with investment data, spreadsheets, reports, and multiple systems
Ability to manage recurring tasks independently and consistently
Work in office at least three days per week

Nice To Haves

Interest in, or active pursuit of, the CFA® designation.
Experience with Black Diamond, Fidelity Wealthscape, Charles Schwab, CAIS, or similar investment platforms
Familiarity with basic asset classes such as public equity, fixed income, private equity, private credit, real assets, and alternative investments