Portfolio Analyst - Bluerock Wealth Management

Portfolio Analyst & Special Projects

Bluerock Wealth Management is an established and successful financial advisory firm and part of the broader Hightower network. We operate as an ensemble practice where team members collaborate on behalf of our clients. We believe this team-based approach consistently delivers exceptional outcomes and long-term value.

Unlike the traditional sales-driven model that has historically defined much of the financial services industry, we focus on what matters most: our clients. Through honest, objective advice and a commitment to service, we help clients navigate every stage of life. Our diverse team brings a wide range of experiences and expertise, fostering a collaborative environment that benefits both our clients and our colleagues.

The Portfolio Analyst & Special Projects role is responsible for portfolio oversight, trading execution, investment strategy support, portfolio analysis, and participation in the firm's Investment Committee process. This position also plays a key cross-functional role in leading and supporting strategic projects across investments, financial planning, operations, and business management.

The ideal candidate is analytical, detail-oriented, and highly collaborative, with the ability to manage multiple priorities while partnering effectively across departments. This position reports directly to the Chief Investment Officer.

Key Responsibilities

• Assist in managing diversified investment portfolios through execution of investment decisions, trade execution, and ongoing portfolio monitoring.
• Serve as a portfolio manager on select client relationships, conducting portfolio reviews and partnering with Wealth Advisors to provide investment recommendations and support client meetings.
• Prepare client-facing performance reports and ad hoc portfolio analyses.
• Conduct firm-level portfolio reviews, monitoring concentrated positions, cash balances, and margin exposure.
• Support the development and maintenance of asset allocation guidelines and target portfolio models.
• Contribute to tax-aware portfolio management, including tax-loss harvesting and account-level portfolio decisions.
• Participate in investment research, portfolio implementation, and Investment Committee initiatives.

Special Projects

• Lead and support management reporting related to business growth metrics, operational efficiency, and strategic initiatives.
• Manage the production of daily cash reports and support portfolio rebalancing reporting processes.
• Assist in the evaluation and oversight of private and alternative investments in alignment with firm investment strategy.
• Utilize Black Diamond and other portfolio management platforms for analytics, performance reporting, and operational support.
• Support Wealth Managers with financial planning analyses, client meeting preparation, and prospective client presentations.
• Communicate relevant market updates, investment insights, and research from strategists and investment managers.
• Assist in mentoring and developing Wealth Planners and Portfolio Management team members.

Qualifications

Education & Experience

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• 2+ years of experience in investment analysis, portfolio management, trading, or a related financial services role.
• Experience with portfolio implementation, trading, and investment operations preferred (experience with Black Diamond rebalancer platform preferred).
• Experience with Fidelity and Schwab custodial platforms preferred.

Skills & Competencies

• Strong analytical, organizational, and time-management skills.
• Demonstrated ability to manage multiple projects and competing priorities with minimal supervision.
• Exceptional attention to detail and commitment to accuracy.
• Ability to perform effectively under tight deadlines, client demands, and changing market conditions.
• Strong written, verbal, presentation, and interpersonal communication skills.
• Proven ability to research, synthesize, and communicate complex information.
• Collaborative team player with a strong work ethic, accountability, and pride in producing high-quality work.
• Intellectual curiosity and a commitment to staying current on investment trends, market developments, and industry best practices.

Technology Proficiency

• Experience with portfolio reporting, account analysis, and trading platforms, including Black Diamond.
• Familiarity with investment research tools such as Morningstar.
• Experience using Salesforce CRM or similar client relationship management systems.
• Advanced proficiency in Microsoft Excel and strong working knowledge of Word and Outlook.

Hours of Work

• Standard business hours are Monday through Friday, 8:30 a.m. to 5:00 p.m.
• Up to two remote workdays per week may be available based on management discretion.

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k Matching Plan
• Paid Parental Leave
• Student Loan Assistance
• Pet Insurance
• Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
• Work/life Balance: Vacation time, flexible schedule
• Career Path Opportunities

Hightower Advisors - Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations, and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.