The HT Group has recently partnered with a growing investment management firm located in Downtown Houston in the search for a qualified Portfolio Analyst who will play a pivotal role in supporting the investment and financial planning process for a sophisticated, ultra-high-net-worth (UHNW) and high-net-worth (HNW) client base. This individual will work alongside senior advisors, portfolio managers, and planners to deliver data-driven insights, exceptional client service, and world-class portfolio management execution.
Location: Downtown Houston, TX (Onsite)
Compensation: $120,000 – $140,000 base + Discretionary bonus
Schedule: Full-time, Monday–Friday (extended hours during close cycles)
Key Responsibilities
- Portfolio Management & Analysis
- Monitor client portfolios for performance, allocation drift, risk exposure, and rebalancing opportunities.
- Prepare in-depth portfolio performance reports and investment summaries for client meetings.
- Conduct quantitative and qualitative research across equities, fixed income, alternatives, and private investments.
- Support the team in trade execution, rebalancing, and cash-flow analysis.
- Client Support & Reporting
- Partner with advisors to translate investment results and financial concepts into clear, client-friendly materials.
- Maintain and update client investment policy statements (IPS) and assist in financial plan implementation.
- Develop and deliver quarterly and ad-hoc reports for UHNW clients with precision and confidentiality.
- Research & Strategy
- Contribute to asset allocation discussions and provide data-backed recommendations.
- Support due diligence on managers, ETFs, funds, and alternative investments.
- Stay current on market trends, macroeconomic developments, and investment products.
- Collaboration & Execution Excellence
- Coordinate with internal operations, trading, and compliance teams to ensure timely, accurate execution.
- Contribute to process improvements and help streamline portfolio review workflows.
- Uphold the highest standards of professionalism and confidentiality in all client interactions.
Qualifications
- Bachelor’s degree in Finance, Economics, Accounting, or related field (MBA preferred).
- 3+ years of experience in investment management, portfolio analysis, or wealth planning.
- Strong analytical and quantitative skills; proficiency in Excel, Morningstar, Bloomberg, or similar platforms.
- Familiarity with financial planning tools.
- Excellent communication and presentation skills; ability to simplify complex investment concepts for clients.
- Proven ability to thrive in a fast-paced, high-performance, team-oriented environment.
Why Join This Team
- Be part of an elite group recognized for exceptional client outcomes and best-in-class portfolio strategy.
- Direct exposure to seasoned advisors, CFO-level talent, and complex client portfolios.
- Opportunities for professional growth, mentorship, and advancement within a nationally ranked wealth management firm.
- A culture of excellence, collaboration, and integrity — where your insights and dedication truly make an impact.