Apella Wealth · 11 hours ago
Portfolio Analyst
Bellevue, WA
Full-time
Onsite
Entry, Mid Level
$70K/yr - $77K/yr
2+ years expApella Wealth is an established and fast-growing wealth management firm expanding into new markets. The Portfolio Analyst will manage model portfolio trading, provide insights on financial markets, and deliver high-level service to clients while supporting Financial Advisors and Planners.
AdviceFinancial ServicesWealth Management
Responsibilities
Manage day-to-day model portfolio trading for multiple offices/financial advisors using trading software
Monitor daily inflows and outflows and invest deposits as necessary
Rebalance accounts and create appropriate cash as necessary
Recommend tax efficient portfolio adjustments using a subset of investment model allocations as provided by the firm
Utilize portfolio management and trading software to produce trade recommendations and drive portfolio allocation decisions
Create manual trade recommendations without the use of trading software when needed
Analyze client and prospect portfolios and provide recommendations to achieve a broadly diversified investment strategy aligning with the firm’s investment philosophy
Provide insight on financial markets
Provide operational and administrative support to team of Financial Advisors and Planners
Provide a high level of service to our firm’s clients
Establish and maintain organized files and records in adherence with compliance requirements
Plan and/or attend meetings as requested by the Advisors
Assist with projects as needed
Perform other duties as assigned
Qualification
Required
Bachelor's Degree preferred in a finance, economics or finance related program and /or 2+ years of related wealth management operations experience
FINRA Series 65 a plus (or required within 6 months of hire)
Knowledge of mutual funds, ETF's and other investment instruments
Knowledge of investment vehicles and the assets that can be held in them
Knowledge of tax consequences as it relates to trading in investment vehicles
Proficient in Microsoft Office, Excel and other analytical tools
Strong technical knowledge and ability to quickly learn new technology systems
Excellent written and oral communication skills; strong listening skills; professional demeanor
Strong organizational, prioritization and project management skills
Ability to multi-task and manage time effectively in a fast-paced environment without sacrificing quality of work
Ability to work independently and as part of a team
Ability to learn and adapt quickly to multiple technology platforms
Benefits
Unlimited Paid Time Off
Medical
Dental
Life Insurance
Short and Long Term Disability
401k
Vision
Medical and Dependent Care Flexible Spending Accounts
Voluntary Life Insurance
Education Assistance
Company
Apella Wealth
At Apella, our focus is You.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Patrick Sweeny
Chief Executive Officer
Diana Bacon, CFP®
Senior Wealth Advisor and Partner
Recent News
2025-07-01
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