Portfolio Management Analyst

Morton Wealth is currently looking to add new talent to our growing team. We are a registered investment advisor that was formed in 1981 and manages roughly $3 billion in assets across 1,200+ families. We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives. Our investment approach is distinctly not "Wall Street" as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow. In addition to our unique investment approach, we also offer comprehensive financial advice that aligns with traditional CFP® education as well as behavioral finance.

Role Overview:

• Execute and oversee trading and rebalancing activity - Place and monitor trades, set up and manage rebalancing software, and ensure portfolios remain aligned with models and cash targets.
• Play a key role in portfolio construction - Partner with advisors to customize client allocations, support recommendations across model portfolios and private alternatives, and apply a deep understanding of asset allocation and portfolio design.
• Own reconciliation and systems accuracy - Set up new securities and accounts, reconcile custodial and outside accounts, and ensure data integrity and accurate reporting across internal platforms.
• Support private investment performance review - Conduct quarterly performance analysis for private funds following valuation updates, and partner with Private Investments Operations to research, diagnose, and resolve performance discrepancies.
• Minimum of 5 years of experience in a Portfolio Management/Trading role and progress towards the CFA designation is strongly preferred.

Our ideal candidate for this role will strive to reflect our core values in the following ways:

• Excellence - Exhibits a clear understanding of company strategy and links that strategy to the functions of the portfolio management team.
• Ethical - Always acts in the best interest of the client, culture and the Morton team. Leads by example. Ensures accurate and precise portfolio management by team members.
• Empowerment - Is confident in ability to communicate the "why" behind investment decisions to the advisory team and/or clients.
• Empathy - Provides team with clear expectations, utilizes team members strengths, and provides them with the tools/resources necessary for their success.
• Engagement - Understands the job functions and is fulfilled by knowing how those functions contribute to the objectives of the firm.
• Enjoyment - Approaches interactions with team members and leadership as a two-way street, adding value through building relationships across teams.

Core Competencies

• Initiative - Identifies what needs to be done and doing it before being asked to or required by the situation.
• Communicates Effectively - Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.
• Self-development - Actively seeking new ways to grow and be challenged using both formal and informal development channels.
• Drives Engagement - Creates a climate where people are motivated to do their best to help the organization achieve its objectives.

Our Offer:

• Competitive compensation package
• Retirement and health benefits
• Transparent career tracks and opportunities for advancement within the organization