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Portfolio Rebalancing Jobs (NOW HIRING)

Northern Trust

Portfolio Analyst

Chicago, IL

$114K - $194K/yr

Support portfolio rebalancing, transitions, and ongoing portfolio construction activities across multiple asset classes. * Portfolio Monitoring & Risk Oversight * Monitor portfolio allocations ...

Equitable Advisors

Be Seen First

Client Portfolio Strategist

Melville, NY · On-site

$80K - $100K/yr

... rebalancing, tax-efficient trading, and cash-flow management for client accounts. - Compliance & Reporting: Monitor investment risk exposures, ensure portfolios comply with firm policies and ...

Northern Trust

Portfolio Analyst

Chicago, IL

$114K - $194K/yr

Support portfolio rebalancing, transitions, and ongoing portfolio construction activities across multiple asset classes. * Portfolio Monitoring & Risk Oversight * Monitor portfolio allocations ...

Northern Trust

Portfolio Analyst

Chicago, IL · On-site

$114K - $194K/yr

Support portfolio rebalancing, transitions, and ongoing portfolio construction activities across multiple asset classes. * Portfolio Monitoring & Risk Oversight * Monitor portfolio allocations ...

Next Play Jobs

Director Portfolio Management

Chicago, IL · Hybrid

$225K - $275K/yr

Lead portfolio rebalancing strategies in response to market conditions * Ensure alignment with client risk tolerances and investment objectives Client Engagement * Serve as a client-facing investment ...

FAVARH

AVP, Portfolio Manager

Atlanta, GA

Execute portfolio rebalancing, cash deployment, turnover management, and trade implementation in coordination with senior portfolio managers, trading desks, and sector teams. * Perform relative value ...

Farther

Senior Trading Associate

New York, NY · On-site

$16.50 - $19.75/hr

Support trade execution for advisors during large asset transitions, portfolio restructures, and client-driven trade activity, including portfolio rebalancing and model implementation. * Identify ...

Farther

Senior Trading Associate

Dallas, TX

$14.75 - $17.75/hr

Support trade execution for advisors during large asset transitions, portfolio restructures, and client-driven trade activity, including portfolio rebalancing and model implementation. * Identify ...

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Portfolio Rebalancing information

See salary details

$37K

$100.5K

$187.5K

How much do portfolio rebalancing jobs pay per year?

As of Jun 23, 2026, the average yearly pay for portfolio rebalancing in the United States is $100,458.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $130,000.00 per year, depending on experience, location, and employer.

What is portfolio rebalancing?

Portfolio rebalancing is the process of realigning the weightings of assets in an investment portfolio to maintain a desired risk level or asset allocation. Over time, as market movements cause asset values to change, a portfolio may drift from its original allocation. Rebalancing involves buying or selling assets to bring the portfolio back in line with the investor’s target allocation. This helps manage risk and ensures the investment strategy remains consistent with the investor's goals. Most investors rebalance periodically, such as annually or semi-annually.

What are the key skills and qualifications needed to thrive in Portfolio Rebalancing, and why are they important?

To excel in portfolio rebalancing, you need strong analytical skills, knowledge of financial markets, and a background in finance or economics, often supported by certifications like CFA or CFP. Familiarity with portfolio management software, financial modeling tools, and trading platforms is typically required. Attention to detail, problem-solving abilities, and effective communication are crucial soft skills for working with clients and team members. These skills ensure portfolios remain aligned with investment goals, risk tolerance, and regulatory requirements, optimizing returns and minimizing risk.

What are the typical challenges faced when managing portfolio rebalancing in a fast-moving market environment?

One of the main challenges in portfolio rebalancing is maintaining the desired asset allocation while navigating market volatility and liquidity constraints. Rapid market swings can cause allocations to drift from targets more frequently, requiring quick analysis and action. Additionally, coordinating with traders, portfolio managers, and compliance teams to execute rebalancing efficiently, while minimizing costs and tax implications, is crucial. Staying updated on market trends and leveraging portfolio management tools can help mitigate these challenges.
Quantitative Analyst - Sr Analyst

Quantitative Analyst - Sr Analyst

Teacher Retirement System of Texas

Austin, TX • On-site

Other

Posted 10 days ago

Job description

TheQuantitative Equity Group (QEG) Portfolio Solutions team is responsible formanaging the passive completion portfolios, the Directional Hedge Fund overlay,facilitating transitions, and designing and evaluating efficient trading andimplementation strategies within the Active Public Markets team. We are seekinga Quantitative Analyst with strong programming, research, and financefoundations to contribute to portfolio rebalancing, generating pre and posttrade analytics, and corporate action elections.  The ideal candidate willbe process driven, collaborative, eager to learn, and seeking to applyinnovation to existing processes.  The successful candidate will workclosely with senior portfolio managers, researchers, and technologists to operateand enhance production investment systems, while also contributing to theevolution of our alpha, risk, and implementation frameworks. This positionreports to the Head of Portfolio Solutions.
WHAT YOU WILL DO:

Portfolio Rebalancing
 Performs portfolio rebalancing for iQuant, Completion/Passive portfolios, and the DHF Overlay.
Completes upstream data quality checks to ensure accuracy and integrity of inputs.
Creates parameter adjustments as needed to support portfolio rebalancing activities.
Executes portfolio rebalances in accordance with established processes and guidelines.
Completes post-rebalance data quality checks to validate results.
Generates trade documentation in support of executed transactions.
Conducts trade reviews in collaboration with senior team members.
Assists with the short locate process as required.
Analytics
 Generates and documents observations for pre-trade analytics for each iQuant and passive/completion portfolio trade.
Generates and documents observations for post-trade analytics for each rebalance, including transaction cost analysis.
Assists with the design, development, and implementation of automated and interactive data and analytics platforms supporting the Portfolio Solutions team.
Collaborates with and supports all QEG profit centers by delivering investment insights through data and analytics.
Maintains data documentation and supports source code version control practices.

Corporate Actions Support
 Assists with the review and election of corporate actions to ensure accurate and timely implementation.

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