Annex Wealth Management · 4 days ago
Portfolio Specialist
Brookfield, WI
Full-time
Onsite
Mid Level
3+ years expAnnex Wealth Management is a privately held, full-service advisory and wealth management firm dedicated to serving high-net-worth clients. The Portfolio Specialist is responsible for managing and executing customized investment strategies, collaborating with internal teams to meet client financial goals, and ensuring trading aligns with client objectives.
Business Information SystemsConsultingFinancial Services
Responsibilities
Portfolio Management & Monitoring - Build and utilize internal portfolio monitoring tools to track allocations and ensure alignment with client objectives. Conduct ongoing portfolio analysis to maintain strategic consistency
Client Proposals & Transitions - Assist in crafting investment proposals and transition plans. Support seamless onboarding and portfolio shifts for new and existing clients
Trading & Execution - Coordinate with trading team for efficient execution across asset classes. Monitor accounts and adjust portfolios based on market conditions and client needs
Collaboration & Internal Support - Present in client/prospect meetings as needed. Partner with internal teams to refine strategies and explore market opportunities. Contribute to multi-asset strategy development for clients with unique needs
Ongoing Education & Market Insights - Stay informed on global markets and macroeconomic trends. Educate internal teams on portfolio strategies and investment opportunities
Risk Management & Compliance - Maintain awareness of risk metrics and regulatory requirements. Proactively identify and address potential risks
Qualification
Required
Bachelor's degree in finance, economics, or related field (CFA, CFP, or other certifications a plus)
3 or more years of experience in portfolio management, trading, or related roles, with a focus on high-net-worth clients and customized portfolios
Strong understanding of financial markets
Experience with portfolio monitoring tools, trading platforms, and research tools
Experience with some or all of the following - Eze, Black Diamond, Envestnet, Orion, Tamarac
Research Experience with some or all of the following - Bloomberg, FactSet, Morningstar Direct, YCharts
Proficiency in Microsoft Excel, experience building internal tools and working with larger data sets
Excellent communication skills, both written and verbal, with the ability to clearly present complex investment concepts
Strong attention to detail, with the ability to manage multiple tasks and prioritize effectively in a fast-paced environment
Ability to work independently and as part of a collaborative team, with a commitment to high levels of client service and satisfaction
Benefits
Medical, Dental, and Vision Insurance
Life & Disability Insurance
Paid Time Off (PTO)
401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
Company Events: We believe in celebrating wins and creating connections – whether it’s through get togethers, our Annual Picnic, or company milestones
Opportunities for professional growth and development
Summer hours
Company
Annex Wealth Management
Annex is an investment advisor that serving the complete financial needs of family, individual and business clients.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Naomi Ackley
Chief Compliance Officer
Recent News
2025-10-30
BizTimes Milwaukee
2025-09-13
Company data provided by crunchbase