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About the Role
The Client Portfolio Analyst supports portfolio construction, investment research, and portfolio management activities across Hightower's investment strategies. This role works closely with portfolio managers, research analysts, and investment committees to implement investment decisions, monitor portfolio performance, and deliver high-quality investment solutions.
Responsibilities
- Assist in managing diversified investment portfolios by implementing investment decisions and monitoring portfolio performance.
- Support portfolio rebalancing, asset allocation, and risk management activities.
- Assist in portfolio reviews and recommend adjustments based on market conditions and investment objectives.
- Perform financial analysis, investment research, and due diligence on investment opportunities.
- Monitor economic trends, market developments, and portfolio risks to support investment decision-making.
- Prepare investment reports, portfolio commentary, and presentation materials.
- Assist portfolio managers and client-facing teams to support investment discussions and client reporting.
- Collaborate with research, trading, operations, and compliance teams to ensure efficient portfolio management.
Requirements
- Bachelor's degree in Finance, Economics, Accounting, or a related field.
- 1+ years of experience in portfolio management, investment research, or financial analysis.
- Strong knowledge of investment products, portfolio construction, and risk management.
- Progress toward or completion of CFA designation preferred.
- Excellent analytical, communication, and presentation skills.
- Proficiency in portfolio management systems, Excel, and investment analytics tools.
- Must be a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Skills
- Portfolio management
- Investment research
- Financial analysis
- Portfolio construction
- Risk management
- Investment products
- Analytical skills
- Communication skills
- Presentation skills
- Portfolio management systems
- Excel
- Investment analytics tools
Location
- Chicago
Work Type
- In-office Monday through Thursday
- Work from home on Fridays
Experience Level
- 1+ years of experience
Education Level
- Bachelor's degree in Finance, Economics, Accounting, or a related field.
- Progress toward or completion of CFA designation preferred.
Salary/Compensations
- $80,000-$90,000 plus discretionary bonus
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- Mother’s lounge onsite
- Flexible PTO plan
- Free brand-new gym in the Chicago office
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
About the Company
- Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations.
- Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision.
- Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Equal Opportunity
- Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.