Job Title: Portfolio Analyst
Type: Permanent/Direct-Hire
Location: Alpharetta, GA (Hybrid)
Bonus: 10 - 20%

Overview
The Portfolio Analyst/Trader will support SMA portfolio management with a strong focus on trade execution, portfolio optimization, and analytics. This is a highly execution-heavy role in a quantitative, model-driven investment environment where precision, discipline, and workflow consistency matter significantly.

The role is not a stock-picking function but instead focuses on supporting systematic portfolio construction, trading, and risk-aware implementation across SMA strategies.

Key Responsibilities

• Support SMA portfolio management including account setup, reconciliation, model maintenance, and portfolio optimization
• Execute trades approved or directed by Portfolio Managers and senior team members
• Execute high-volume electronic trades (thousands of trades across portfolios)
• Support tax-loss harvesting, rebalancing, and portfolio maintenance workflows
• Assist with portfolio construction and optimization processes driven by models
• Monitor liquidity, order execution quality, and trade constraints (limit pricing, market impact, etc.)
• Work within OMS platforms (Orion experience strongly preferred)
• Monitor index changes and support corporate action workflows
• Assist with portfolio reporting, performance tracking, and analytics
• Support client reporting, onboarding, and operational requests
• Collaborate with custodians on reconciliation and trade issues
• Support internal teams with reporting, presentations, and investment materials
• Participate in client calls, reporting cycles, and internal meetings as needed

Hard Requirements

• 2–5 years of experience in investment management, trading, or portfolio support roles
• Strong understanding of equity markets and portfolio construction concepts
• Experience with or exposure to trade execution in a portfolio environment
• Strong analytical mindset with quantitative orientation (not stock-picking focused)
• High attention to detail and strong execution discipline
• Ability to handle high-volume trading workflows accurately and consistently
• Working knowledge of portfolio risk, reconciliation, and tax-loss harvesting concepts
• Experience with SMA platforms, institutional asset management, or wealth management environments preferred
• Orion platform experience strongly preferred
• Comfortable operating in structured, model-driven investment processes
• Strong communication and collaboration skills
• Methodical, disciplined thinker who is not hesitant in execution

Bonus / Preferred Qualifications

• Experience in SMA platforms or tax-managed portfolios
• Exposure to portfolio optimization, factor models, or risk systems
• Background in institutional asset management, family office, or HNW platforms
• Experience at Schwab, Fidelity, or similar investment/trading environments
• Investment risk analyst background transitioning into investment execution role
• Experience with Bloomberg PORT, Orion, or similar systems
• Exposure to index funds, ETF operations, or systematic investment desks
• Interest in CFA, FRM, or investment certifications

Education

• Bachelor’s degree in Finance, Economics, Engineering, Computer Science, or related field required
• CFA/FRM interest or progression preferred

 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 80000.00/Yearly.