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Modera Wealth Management · 1 month ago

Portfolio Analyst

Charlotte, NC

Full-time

Onsite

Mid, Senior Level

3+ years exp

Modera Wealth Management is an independent, fee-only firm focused on comprehensive financial planning and intelligent investment management. The Portfolio Analyst will help manage investment strategies, gaining exposure to portfolio construction, trading, and client strategy within the investments team.

ConsultingFinanceFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

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

Qualification

CFP certificationCFA certificationTrading software experienceM&A knowledgeFinancial planning softwareAnalytical skillsProblem-solving skillsCommunication skillsTeam playerAdaptability

Required

Bachelor's Degree required

CFP or CFA certification

Minimum 3-7 years of experience in a wealth management related or financial services field

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

Preferred

M&A knowledge is preferred

Experience with trading software (Tamarac, Eclipse, Redtail, etc.)

CRM experience

Benefits

Competitive based salary

Performance based bonus

Safe Harbor 401(k) plan

Medical, Dental, Vision, and more

Generous PTO and leave policies

Opportunities for professional growth and continuing education

Partial remote work

Company

Modera Wealth Management

Modera specializes in providing wealth management and portfolio management services.

Founded in 1983

Westwood, New Jersey, USA

51-200 employees

http://moderawealth.com/

Funding

Current Stage

Growth Stage

Total Funding

$45M

Key Investors

Cambridge Savings Bank

2024-02-22Debt Financing· $45M

Leadership Team

Tom Orecchio

Chief Executive Officer

Laurie Vitali

Principal & Chief People Officer/CHRO

Recent News

PR Newswire

Modera Wealth Management Expands Tax Practice Through Transaction with Ferrentino & Associates

2025-09-04

Morningstar.com

Fear and greed are no friend to investors. But this behavior can really break you.

2025-05-27

PR Newswire

USA TODAY Names Modera Wealth Management Among Industry's Best Financial Advisory Firms

2025-05-07

Company data provided by crunchbase