Sentinel Portfolio Analyst

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Full Time Professional Berwyn, PA, US Sequoia Sentinel, the Family Office division of Sequoia Financial Group, is excited to announce exceptional career opportunities for Financial Advisors and Asset Management professionals to join our team. Specializing in serving ultra-high-net-worth families with $25M+ in assets, Sequoia Sentinel offers a boutique, multi-generational wealth management experience, providing a highly personalized approach to wealth preservation, growth, and legacy planning. As part of our growing team, you will have the opportunity to work with some of the most successful and sophisticated families in the world, delivering comprehensive financial solutions that address complex needs across investments, estate planning, tax strategies, and more. Our team is dedicated to offering a holistic service experience, combining deep experience with a client‑first approach to foster long‑term relationships and trust. We are looking for passionate, client‑focused professionals who are eager to take on the unique challenges and rewards of serving high‑net‑worth and ultra‑high‑net‑worth families. With offices across the United States, no matter where you are based, joining Sequoia Sentinel means becoming part of a collaborative, high‑caliber team committed to excellence and making a meaningful impact on the financial futures of families for generations to come. Summary of the position We seek a detailed, motivated, and experienced strategist to join our Sentinel team, servicing our Family Wealth and Family Office clients. This individual should have in‑depth knowledge of financial markets, investment solutions and family office clients with intricate ownership structures. This role will join our Sentinel advisors in prospecting; client engagements aligning investment strategy with client goals and communicates portfolio decisions clearly and proactively. Responsibilities Support advisors in proposal creation for UHNW clients, conducting an analysis of the prospects current investments and producing a recommended allocation and transition plan. Assisting advisors in prospect and client meeting, providing support on investment reviews and address any investment related questions. Ongoing engagement with Sequoia Investment Research to maintain a deep understanding of investment solutions and ongoing investment management activity. Track contributions, withdrawals, capital calls, and distributions while maintaining accurate liquidity needs within the client's portfolio. Continuously monitor portfolio allocations for drift relative to IPS guidelines, identifying variances from target ranges and recommending rebalancing when appropriate. Oversee portfolio transition to Sentinel target asset allocations, factoring in tax impact, liquidity windows and clients risk objective. Conduct indication of interest analysis for pending investment opportunities factoring in capacity and recommended sizing. Propose transition and rebalance opportunities to advisors, often with a multiple phased approach. Required Skills/Experience Bachelor’s Degree 3-5 years of experience in wealth or investment management. Enjoys working in fast‑paced environment and ability to manage multiple tasks. Demonstrated ability to communicate effectively across organization through both verbal and written communication. Intermediate understanding of public and private markets including investment structure. Strong proficiency in Excel (run and create functions, pivot tables and charts). Preferred Skills/Experience Bachelor’s degree in business, finance or accounting Quick adaptation to technology Trading knowledge Strong business acumen Ability to work well under stress Solid understanding of financial markets Excellent analytical skills Enjoys team environment Self‑starter who is motivated to learn Interest in financial markets Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full‑time basis without requiring employer sponsorship to commence employment. EEO Statement: At Sequoia, we value and respect differences in our workforce. We actively encourage everyone to apply. Sequoia is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, prolonged periods working on a computer, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. This role may require occasional travel, including travel to client sites, company offices, or industry events, as needed. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. #J-18808-Ljbffr Sequoia Financial Group Llc