Portfolio Analyst

St Louis, Missouri, United States, 63105


Apply Apply with LinkedIn

Type: Permanent

Experience: Experienced Professional (Non-Manager)

Education: Bachelor's Degree

Category: Accounting / Finance / Insurance

Industry: Financial / Financial Services

Company: Westport One

Reference ID: wCH8rO

Date Posted: 03/25/2026

Shortcut: http://jobs.mrinetwork.com/plXAWz


Portfolio Analyst

 

Our client, one of the world’s leading investment advisory firms, provides sophisticated investment expertise to a select group of institutional investors and HNW/UHNW families. They are seeking a Portfolio Analyst to support client-facing consultants by helping develop investment strategies, perform asset allocation analysis, conduct investment manager research, and analyze portfolio performance.

 

This role is ideal for someone who enjoys solving complex investment problems and collaborating with consultants, custodians, and investment managers to deliver thoughtful solutions for clients.

Qualified candidates will have 3+ years of investment analysis experience, a Bachelor’s degree, and ideally be pursuing or holding the CFA designation. Experience working with investment policy statements, portfolio analytics, and client interaction is highly valued.

 

This is a salary + bonus opportunity with excellent benefits, exposure to sophisticated portfolios, and occasional reimbursed travel.  If you enjoy solving complex investment puzzles, collaborating with smart people, and working with clients who expect thoughtful, high-level advice, this could be a great next step in your career.

 

To learn more about our organization please visit us at www.westportone.com

 

To apply for this position, submit your resume by choosing one of the following:

  • ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED) 
  • Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/portfolioanalystSTL in the subject line. 
  • NO CALLS PLEASE

 

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