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Portfolio Rebalancing Jobs (NOW HIRING)

Analyze portfolio exposures across strategies, sectors, geographies, borrowers, sponsors, and risk characteristics. * Assist with deployment planning, liquidity management, and portfolio rebalancing ...

Senior Trading Associate

Dallas, TX · On-site

$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 ...

... rebalancing, reinvestment of proceeds, cash movements, and tax-loss harvesting considerations. • Develop clear, effective presentation materials and portfolio reviews for client meetings, internal ...

Portfolio Trader

Saint Louis, MO · Hybrid

$75K - $80K/yr

Run rebalancing software to identify client portfolios that are out of balance and to determine what action, if any, should be taken. * Cash Flow Planning and Cash Management: * Manage appropriate ...

Portfolio Trader

Saint Louis, MO · Hybrid

$75K - $80K/yr

Run rebalancing software to identify client portfolios that are out of balance and to determine what action, if any, should be taken. * Cash Flow Planning and Cash Management: * Manage appropriate ...

Portfolio Trader

Saint Louis, MO · Hybrid

$75K - $80K/yr

Run rebalancing software to identify client portfolios that are out of balance and to determine what action, if any, should be taken. * Cash Flow Planning and Cash Management: * Manage appropriate ...

The platform connects strategy generation, portfolio rebalancing, trade execution, and advisor-facing interfaces. The engineer in this role will build and maintain full stack services that integrate ...

This is an excellent opportunity for a portfolio management professional with 2+ years of ... Run Apex's proprietary rebalancing and direct indexing technology to generate optimized trade ...

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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.
Portfolio Analyst, Private Credit

Portfolio Analyst, Private Credit

Aksia

New York, NY • On-site

$80K - $120K/yr

Other

Posted 6 days ago


Job description

Aksia Overview

Aksia is an alternative assets specialist, providing bespoke investment solutions for institutional investors globally. Our business provides clients with advisory, investment management, and research services across private credit, private equity, real assets, and hedge funds. As of March 31, 2026, Aksia advises on over $338bn and manages $36bn of client capital.

Team Overview

Aksia's Private Credit team partners with institutional investors to design and implement portfolios across corporate direct lending, opportunistic and stressed/distressed credit, specialty finance, assetbacked credit, and related strategies. The team invests through primary fund commitments, coinvestments/directs, secondaries, and bespoke mandates/SMAs.

Position Overview

We are seeking an Analyst/Associate to join our Private Credit portfolio team. The successful candidate will support portfolio construction, implementation, monitoring, and reporting across Aksia's private credit platform. The role sits at the intersection of investment underwriting, portfolio management, investor reporting, and product development, providing broad exposure to private credit strategies, managers, and transactions.

This position is based in Aksia's New York office and will offer significant responsibility and visibility across the investment process and will involve regular interaction with investment professionals, clients, and senior leadership.

Responsibilities:

Portfolio Construction & Management

  • Support portfolio construction and implementation across private credit funds, mandates, and customized client portfolios.
  • Analyze portfolio exposures across strategies, sectors, geographies, borrowers, sponsors, and risk characteristics.
  • Assist with deployment planning, liquidity management, and portfolio rebalancing activities.
  • Maintain portfolio monitoring frameworks, including leverage analysis, covenant tracking, watch lists, and risk reporting.

Investment & Deal Analytics

  • Manage and maintain private credit transaction databases, loan tapes, and portfolio-level investment records.
  • Oversee weekly deal pipeline processes, including opportunity tracking, status reporting, and preparation of investment screening materials.
  • Develop and maintain comparable transaction and market terms databases to support underwriting and investment committee discussions.
  • Produce portfolio analytics and attribution reporting, including performance drivers, deployment trends, and exposure analysis.

Reporting & Product Support

  • Support quarterly portfolio reviews, client reporting, and investment committee materials.
  • Coordinate data validation and quality control processes across portfolio reporting and marketing materials.
  • Assist with new fund launches, strategic initiatives, capital raising efforts and related documentation efforts.
  • Contribute to market commentary, portfolio updates, and investment content for clients and prospects.

Data & Process Management

  • Serve as a key steward of portfolio data integrity across investment, reporting, and operational systems.
  • Identify opportunities to improve reporting workflows, portfolio analytics, and data management processes.
  • Support cross-functional initiatives involving investment teams, investor relations, operations, and technology groups.

Qualifications:

  • 2-8 years of experience in private markets, leveraged finance, investment management, or a related analytical role
  • Strong quantitative capabilities, with the ability to synthesize investment, portfolio, and market data into actionable insights
  • High attention to detail with a demonstrated ability to manage complex datasets and ensure data integrity across multiple systems
  • Strong organizational and project management skills, with the ability to prioritize and execute across multiple concurrent workstreams
  • Highly motivated, self-directed team player with a strong work ethic and ownership mindset
  • Interest in private markets and a desire to build long-term expertise in private credit portfolio construction and analytics

The estimated base salary range for this position is $80,000 - $120,000, which is specific to New York and may change in the future. Aksia provides a total compensation package which includes a base salary, discretionary performance bonus, and a comprehensive benefits package. Individual compensation will be commensurate with the candidate's experience and local cost of labor.

If the estimated salary is not within your target range but the role is aligned with your interests and experience, please still apply as there may be additional suitable opportunities.


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About Aksia

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2006