Portfolio Analyst

Modera Wealth Management•Charlotte, NC

1d•Hybrid

About The Position

Why work at Modera Wealth? Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses. Job Overview: We are looking for a Portfolio Analyst that is responsible for helping manage investment strategies and will receive deep exposure to portfolio construction, trading and implementation, and client strategy within the investments team What are we looking for? We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera’s core values: Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others Trusted Relationships – supportive and authentic with mutual respect for colleagues

Requirements

Bachelor’s Degree required
CFP or CFA certification
Minimum 3-7 years of experience in a wealth management related or financial services field
M&A knowledge is preferred
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

Responsibilities

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 and ensure that all internal documentation regarding the portfolio is updated and complete
Create portfolio proposals for current and prospective clients in collaboration with members of the Wealth Management team