Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Junior Portfolio Analyst - Wealth Management & Growth

ProSource Staffing

ProSource Staffing in Houston, TX is seeking an entry-level Portfolio Analyst to support trading operations, portfolio reporting, and data management for a wealth management team serving high-net-worth clients. The role is ideal for a recent graduate with 0–2 years of experience, offering hands-on exposure to data management, client service workflows, and operations, with opportunities for growth in wealth management. #J-18808-Ljbffr ProSource Staffing

Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Junior Portfolio Analyst - Wealth Management & Growth in Houston, TX vacancy
  • ProSource Staffing represents a leading independent wealth management firm in Houston seeking a Portfolio Analyst to join the operations team. This entry-level role supports trading operations, portfolio reporting, data management, and client service workflows while working... 
    Suggested

    ProSource Staffing

    Houston, TX
    2 days ago
  • $50k - $60k

     ...Job Description Job Description Portfolio Analyst – Entry Level Location: Galleria...  ...Our client is a leading independent wealth management firm in Houston, serving high-net-worth...  ...Why Join This Team? Career Growth: Build a strong foundation in wealth... 
    Suggested
    Full time
    Temporary work
    Work at office

    ProSource Staffing

    Houston, TX
    3 days ago
  • Description Summary The Wealth and Investment Service Specialist III provides administrative, operational, and client service support...  ...Estate team. This role assists in the acceptance, onboarding, management, and disposition of real estate assets held in fiduciary accounts... 
    Suggested
    Full time
    For contractors
    H1b
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington Bancshares, Inc.

    Houston, TX
    2 days ago
  •  ...What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As a wealth management trainee on our team, you'll work one-on-one with clients to create... 
    Suggested
    Traineeship

    Bankers Life

    Houston, TX
    4 days ago
  • $100k - $225k

    A wealth management firm in Houston is seeking a Sr Executive Recruiter to attract, hire, and support Wealth Advisors at varying levels. This position offers competitive compensation ranging from $100,000 to $225,000 per year, along with performance bonuses and substantial... 
    Suggested

    S+H Search

    Houston, TX
    3 days ago
  •  ...Associates is seeking an analytical individual for a financial analyst role in Houston, Texas. This key position will focus on...  ..., variance analysis, and strategic support for senior management, impacting company growth considerably. The ideal candidate should possess... 

    L. K. Jordan & Associates

    Houston, TX
    1 day ago
  • A financial advisory firm in Houston is seeking a Wealth Advisor to manage client relationships and provide financial and estate planning guidance...  ...skills. This is a full-time position with excellent growth potential as the Houston office expands. #J-18808-Ljbffr Sage... 
    Full time
    Work at office

    Sage Search Partners

    Houston, TX
    1 day ago
  • A leading accounting firm in Houston is hiring a Junior Accountant to support essential accounting functions including reconciliations...  ...level position offers a fun work environment with opportunities for growth within a strong accounting team. Candidates should possess... 
    Junior
    Full time

    Big4Advisor

    Houston, TX
    3 days ago
  • BBVA Global Wealth Advisors in Houston is seeking a Financial Advisor Associate to support a Financial Advisor in delivering comprehensive wealth management solutions to high-net-worth and international clients. You will gain hands-on exposure to the advisory process within... 
    Junior

    BBVA Global Wealth Advisors

    Houston, TX
    3 days ago
  •  ...What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for...  ...training programs that support your move into sales leadership and wealth management. Income support to get you started on top of your commissions... 

    Bankers Life

    Houston, TX
    15 hours ago
  • Fairygodboss is seeking a Private Banker in Houston, Texas to advise families on wealth management. You will leverage your financial planning expertise while working with a talented local team and institutional support. The ideal candidate has 6+ years in Private Banking... 
    Local area

    Fairygodboss

    Houston, TX
    1 day ago
  • Brighton Jones is seeking an Advisor to manage day-to-day client service activities within wealth management. You will support acquisition, implementation, and ongoing retention of clients, performing analytical and administrative duties to drive comprehensive financial... 

    Brighton Jones

    Houston, TX
    2 days ago
  •  ...and deepen relationships with High-Net-Worth individuals and families. You will act as a trusted advisor, coordinating across Wealth Management and specialists to deliver tailored financial solutions and outstanding service. The role focuses on growing deposits, credit... 

    Sunflower Bank, N.A.

    Houston, TX
    1 day ago
  •  ...exciting opportunity for you. By joining our Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client...  ...Top performers may receive a full‑time (for juniors) or returning summer internship (for sophomores... 
    Full time
    Traineeship
    Summer work
    Summer internship

    Aumni

    Houston, TX
    1 day ago
  •  ...Analyst Program Opportunity If you excel at crafting tailored financial solutions...  ...part of a team dedicated to delivering wealth management solutions and fostering client relationships...  ...may receive a full-time (for juniors) or returning summer internship (for sophomores... 
    Full time
    Traineeship
    Summer work
    Summer internship
    Immediate start

    JPMorgan Chase

    Houston, TX
    3 days ago
  •  ...recognized as one of the fastest growing junior, kids, plus, and petite, specialty apparel...  ...each year. Looking for Career Growth? 60 Stores a year means 4-5 NEW Districts...  ...energy, customer oriented, fashion forward managers with a retail background to join our winning... 
    Junior

    Rainbow

    Houston, TX
    22 days ago
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior...  ...client connections, and learning how to manage and inspire others. Navigating...  ...intricate tax challenges- Mentor and guide junior team members- Foster and sustain client relationships... 
    Full time
    Second job
    H1b

    PwC

    Houston, TX
    7 days ago
  •  ...to maintaining high-quality data for business analysis. Candidates should be detail-oriented and ready to embrace opportunities for growth and development. A reliable internet connection is essential for remote work, making this a great opportunity for those seeking... 
    Junior
    Remote job

    Only Data Entry

    Houston, TX
    15 hours ago
  • A leading financial institution in the US is actively seeking a Private Banker responsible for advising families on managing their wealth. The role involves building and maintaining client relationships, advising on investment and planning strategies, and generating new... 

    JPMorgan Chase & Co.

    Houston, TX
    3 days ago
  •  ...Data Entry Coordinator Junior (Remote) Houston, Texas, United States Job Openings Data Entry Coordinator Junior (Remote) About the...  ...ready to embark on a career that offers endless opportunities for growth and development? Do you have a passion for precision and an eye... 
    Junior
    Remote job

    Only Data Entry

    Houston, TX
    15 hours ago
  • Senior Relationship Manager opportunity at a Top-Tier Wealth Management Firm in Houston to serve as primary point of contact for HNW/UHNW clients in...  ...in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation... 
    Local area

    TWM Executive Search

    Houston, TX
    5 hours ago
  • $150k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob...  ...OpportunityAs an Asset & Wealth Management Tax Director, you will guide clients...  ...role is crucial in driving business growth, shaping the direction of client engagements... 
    Full time
    H1b

    PwC

    Houston, TX
    4 days ago
  • Join TwinThread as an Advisor Trainee in Global Private Bank through our Analyst Program in Houston, TX. This nine-week program provides exposure to wealth management, investing, and client service, where you'll develop critical skills alongside a supportive team. The ideal... 
    Full time
    Traineeship
    Summer work

    Aumni

    Houston, TX
    1 day ago
  • $75k - $85k

     ...great banks under local brands and management teams in high-growth western markets. Zions is regularly...  ...opportunity.We are seeking a client-focused Wealth Advisor to join a high-performing,...  ...to consolidate and optimize their portfolios within the firm.Collaborate closely... 
    Work at office
    Local area
    Flexible hours

    Zions Bancorporation

    Houston, TX
    6 days ago
  • AgileEngine, LLC. is seeking a Junior/Middle Computer Vision Engineer in Houston to support high-volume data preparation, model training...  ...engineers on failure-case analysis. The role offers a clear growth path into applied modeling or MLOps for an early-career engineer... 
    Junior

    AgileEngine, LLC.

    Houston, TX
    4 days ago
  • WizeHire, Inc in Houston, TX is seeking an entry-level Financial Advisor who is eager to learn the wealth management craft and help clients reach monetary goals. The role emphasizes strong communication, math and analytical skills, and sound decision-making. You will assist... 

    WizeHire, Inc

    Houston, TX
    15 hours ago
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt PwC...  ...are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations,... 
    Full time
    H1b

    PwC

    Houston, TX
    3 days ago
  • $124k - $335k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior...  ...OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you...  ...their technical skills and professional growth- Engaging in strategic questioning to... 
    Full time
    H1b
    Local area

    PwC

    Houston, TX
    3 days ago
  • A respected engineering firm in Houston is seeking a Junior Accountant to manage daily financial operations and support upper management. The candidate...  ...compensation and a supportive work environment for career growth. #J-18808-Ljbffr Employment & Training Centers, Inc.
    Junior

    Employment & Training Centers, Inc.

    Houston, TX
    4 days ago
  • Your Future TeamPresidio Wealth Partners (“Presidio”), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio currently manages $3billion of assets on behalf of our clients; about $1billion... 
    Permanent employment
    Full time
    Work at office
    Local area

    Hightower Advisors

    Houston, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Junior Portfolio Analyst - Wealth Management & Growth. Be the first to apply!