Portfolio Analyst

The HT Group has partnered with a growing investment management firm located in Downtown Houston 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, portfolio managers, and planners to deliver data‑driven insights, trade support, and portfolio management execution.

Location: Downtown Houston, TX (Onsite)

Compensation: $120,000 – $140,000 base + Discretionary bonus

Schedule: Full-time, Monday–Friday (extended hours during close cycles)

• Portfolio Management & Analysis
  • Monitor client portfolios for performance, allocation drift, risk exposure, and rebalancing opportunities.
  • Prepare in-depth portfolio performance reports and investment summaries for client meetings.
  • Conduct quantitative and qualitative research across equities, fixed income, alternatives, and private investments.
  • Support the team in trade execution, rebalancing, and cash-flow analysis.
• Client Support & Reporting
  • Partner with advisors to translate investment results and financial concepts into clear, client-friendly materials.
  • Maintain and update client investment policy statements (IPS) and assist in financial plan implementation.
  • Develop and deliver quarterly and ad-hoc reports for UHNW clients with precision and confidentiality.
• Research & Strategy
  • Contribute to asset allocation discussions and provide data-backed recommendations.
  • Support due diligence on managers, ETFs, funds, and alternative investments.
  • Stay current on market trends, macroeconomic developments, and investment products.
• Collaboration & Execution Excellence
  • Coordinate with internal operations, trading, and compliance teams to ensure timely, accurate execution.
  • Contribute to process improvements and help streamline portfolio review workflows.
  • Uphold the highest standards of professionalism and confidentiality in all client interactions.

• Bachelor’s degree in Finance, Economics, Accounting, or related field (MBA preferred).
• 4+ years of experience in investment management, portfolio analysis, or wealth planning.
• Strong analytical and quantitative skills; proficiency in Excel, Morningstar, Bloomberg, or similar platforms.
• Familiarity with financial planning tools.
• Previous firm-level trading experience.
• Excellent communication and presentation skills; ability to simplify complex investment concepts for clients.
• Proven ability to thrive in a fast-paced, high-performance, team-oriented environment.

• Be part of an elite group recognized for exceptional client outcomes and best-in-class portfolio strategy.
• Direct exposure to seasoned advisors, CFO-level talent, and complex client portfolios.
• Opportunities for professional growth, mentorship, and advancement within a nationally ranked wealth management firm.
• A culture of excellence, collaboration, and integrity — where your insights and dedication truly make an impact.