Portfolio Analyst - Bluerock Wealth Management

Hightower • Alpharetta, GA

1d • Hybrid

About The Position

The Portfolio Analyst & Special Projects role is responsible for portfolio oversight, trading execution, investment strategy support, portfolio analysis, and participation in the firm's Investment Committee process. This position also plays a key cross-functional role in leading and supporting strategic projects across investments, financial planning, operations, and business management. The ideal candidate is analytical, detail-oriented, and highly collaborative, with the ability to manage multiple priorities while partnering effectively across departments. This position reports directly to the Chief Investment Officer.

Requirements

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• 2+ years of experience in investment analysis, portfolio management, trading, or a related financial services role.
• Strong analytical, organizational, and time-management skills.
• Demonstrated ability to manage multiple projects and competing priorities with minimal supervision.
• Exceptional attention to detail and commitment to accuracy.
• Ability to perform effectively under tight deadlines, client demands, and changing market conditions.
• Strong written, verbal, presentation, and interpersonal communication skills.
• Proven ability to research, synthesize, and communicate complex information.
• Collaborative team player with a strong work ethic, accountability, and pride in producing high-quality work.
• Intellectual curiosity and a commitment to staying current on investment trends, market developments, and industry best practices.
• Experience with portfolio reporting, account analysis, and trading platforms, including Black Diamond.
• Familiarity with investment research tools such as Morningstar.
• Experience using Salesforce CRM or similar client relationship management systems.
• Advanced proficiency in Microsoft Excel and strong working knowledge of Word and Outlook.
• You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Nice To Haves

• Experience with portfolio implementation, trading, and investment operations preferred (experience with Black Diamond rebalancer platform preferred).
• Experience with Fidelity and Schwab custodial platforms preferred.

Responsibilities

• Assist in managing diversified investment portfolios through execution of investment decisions, trade execution, and ongoing portfolio monitoring.
• Serve as a portfolio manager on select client relationships, conducting portfolio reviews and partnering with Wealth Advisors to provide investment recommendations and support client meetings.
• Prepare client-facing performance reports and ad hoc portfolio analyses.
• Conduct firm-level portfolio reviews, monitoring concentrated positions, cash balances, and margin exposure.
• Support the development and maintenance of asset allocation guidelines and target portfolio models.
• Contribute to tax-aware portfolio management, including tax-loss harvesting and account-level portfolio decisions.
• Participate in investment research, portfolio implementation, and Investment Committee initiatives.
• Lead and support management reporting related to business growth metrics, operational efficiency, and strategic initiatives.
• Manage the production of daily cash reports and support portfolio rebalancing reporting processes.
• Assist in the evaluation and oversight of private and alternative investments in alignment with firm investment strategy.
• Utilize Black Diamond and other portfolio management platforms for analytics, performance reporting, and operational support.
• Support Wealth Managers with financial planning analyses, client meeting preparation, and prospective client presentations.
• Communicate relevant market updates, investment insights, and research from strategists and investment managers.
• Assist in mentoring and developing Wealth Planners and Portfolio Management team members.

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k Matching Plan
• Paid Parental Leave
• Student Loan Assistance
• Pet Insurance
• Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
• Vacation time
• flexible schedule
• Career Path Opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level