Portfolio Analyst

Portfolio Analyst

The Portfolio Analyst will play a key role in supporting Sound Income Group's daily back-office investment operations. This position is responsible for executing trades, managing liquidations, performing account rebalances, and ensuring the accuracy and timeliness of all trading activities. Working in a dynamic, fast-paced environment, the analyst will collaborate closely with internal teams and financial advisors nationwide to maintain portfolio integrity and deliver exceptional client service. This role offers the opportunity to contribute to the firm's trading strategy while supporting its mission to help investors achieve sustainable, income-focused results.

Key Responsibilities

• Perform daily input of trades, liquidations, cash blocks, and any other account action to allocate funds to the requested portfolio model for new and existing clients at a high volume
• Daily input of trades with strict constraints to the clearing firm platforms
• Process daily liquidation requests
• Interface with Operations Dept to ensure proper paperwork and clear instructions for accurate trade entry are available
• Help Portfolio managers with analyzing Security Performance and Pricing
• Help other SIS team members with ad hoc projects
• Prepare Internal and External Reports
• Communicate & support our Financial Advisors across the US
• Deliver reports and updates requested by the COO, CIO, CCO, CEO, Representative, or Manager

Must-Have Qualifications

Background and Education:

• Minimum 3 years' experience in wealth management, finance, or business preferred
• Bachelor's degree in finance or related work experience
• Strong analytical and detail-oriented aptitude; a high degree of accuracy is required
• Excellent communication and organizational skills
• Ability to manage time effectively, set priorities, and meet deadlines
• Ability to learn and adapt to change
• Desire/ability to work successfully in a small team environment

Technology Expertise:

• Strong proficiency with the Microsoft Office suite, especially Excel
• Prior experience with 3rd party trading software; Orion, Fidelity, Schwab

Physical & Work Environment Requirements

• Ability to work for extended periods at a desk using a computer.
• Ability to lift up to 10 pounds if/when necessary.
• Routine use of telephone and email.
• Office-based role with potential travel to conferences, events, and satellite offices as needed.

Benefits

We're proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

• 100% employer-covered medical benefits and HRA account
• Dental & vision plans
• Generous PTO + 10 NYSE company holidays per year
• 401K with company match program
• Free onsite parking
• Company-provided laptop and required technology
• Access to an on-site gym (free of charge)
• Weekly vehicle detailing (at additional cost)

Sound Income Group is an E-Verify employer.

Sound Income Group is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules, and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability, or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications, and business needs.