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Financial Analyst Financial Consultant

UHNW Portfolio Analyst: Data-Driven Insights

Job in Houston, Harris County, Texas, 77246, USA
Listing for: The HT Group
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Salary/Wage Range or Industry Benchmark: 120000 - 140000 USD Yearly USD 120000.00 140000.00 YEAR
Job Description & How to Apply Below
A growing investment management firm located in Downtown Houston is seeking a qualified Portfolio Analyst to support the investment and financial planning process for a sophisticated UHNW and HNW client base. This role will work with senior advisors to deliver data-driven insights and portfolio management execution. Candidates must possess a bachelor's degree and 4+ years of relevant experience, demonstrating strong analytical and communication skills.

The position offers a salary of $120,000 – $140,000 plus a discretionary bonus.
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