McLaughlin Private Wealth · 4 weeks ago
Senior Portfolio Analyst
United States
Full-time
Remote
Senior Level
3+ years expMcLaughlin Private Wealth (MPW) is an independent wealth management firm focused on helping high net worth individuals and families achieve their financial goals. They are seeking a highly motivated Senior Portfolio Analyst to design, implement, and monitor customized investment portfolios that align with clients' financial objectives and tax situations.
FinanceFinancial ServicesWealth Management
Hiring Manager
Linda L. McLaughlin, RICP®
Responsibilities
Design and implement customized investment portfolios tailored to individual client objectives, risk tolerance, and tax circumstances
Execute trades and rebalance portfolios while maintaining adherence to investment guidelines and client mandates
Develop tax-efficient investment strategies, including tax-loss harvesting, gain realization management, and ongoing tax optimization
Optimize asset location across taxable and tax-advantaged accounts to improve after-tax investment outcomes
Monitor portfolio performance, risk exposures, and asset allocation, making recommendations for adjustments as market conditions or client needs evolve
Conduct investment research and support the evaluation of alternative investment solutions
Collaborate with Financial Advisors and Chief Investment Officer to develop comprehensive client investment solutions
Ensure trading and portfolio management activities comply with regulatory requirements and firm policies
Qualification
Required
Bachelor's degree in Finance, Economics, Business, or a related field
FINRA 7 & 66 licenses
3+ years of experience in portfolio management, investment operations, trading, wealth management, or a related financial services role
Experience designing and managing customized investment portfolios
Experience executing trades across multiple client portfolios
Strong understanding of asset allocation, portfolio construction, and investment risk management
Knowledge of tax-efficient investing, including tax-loss harvesting and capital gains management
Experience implementing asset location strategies across taxable and retirement accounts
Proficiency with portfolio management and trading systems, as well as Microsoft Excel
Excellent analytical, organizational, and communication skills
Preferred
MBA or other advanced degree in Business, Finance, or a related discipline
Experience working with high-net-worth or ultra-high-net-worth clients
Benefits
Full-time, permanent
100% Remote
Collaborative, team-oriented environment
Competitive base salary, bonus, and benefits
Company
McLaughlin Private Wealth
McLaughlin Private Wealth is a boutique financial advisory firm providing comprehensive wealth management and advanced planning advice to clients for whom we can make a significant impact in their lives.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Linda L. McLaughlin, RICP®
Partner, Chief Operating Officer
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