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Weekend Portfolio Analyst Jobs (NOW HIRING)

Connexus Credit Union

Portfolio Analyst

The Portfolio Analyst supports the Asset Recovery, Collections, and Charge-Off departments at Connexus Credit Union. This role is responsible for aggregating and analyzing portfolio performance data ...

DataAnnotation

Portfolio Analyst

Honolulu, HI · Hybrid

$50 - $60/hr

We are looking for a Portfolio Analyst to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each ...

NFP

Portfolio Analyst

Stamford, CT · On-site

The Portfolio Analyst will work closely with our Asset Managers and the SVP of Asset Management on client matters such as analyzing client's current portfolio, reviewing wealth management analyses ...

City National Bank

Portfolio Analyst

Beverly Hills, CA · On-site

$65K - $104K/yr

PORTFOLIO ANALYST WHAT IS THE OPPORTUNITY? The Portfolio Analyst primary responsibilities are: * Prepare review book materials for client presentations * Prepare IPS letters for new clients and IPS ...

Allianz

Portfolio Analyst

Chicago, IL · On-site

$90K - $110K/yr

We are looking for a Portfolio Analyst, based in Chicago, IL Your Team The Chief Technical Office (CTO) is responsible for working with technical functions including Pricing, Product Management ...

NFP

Portfolio Analyst

Chicago, IL · On-site

The Portfolio Analyst will work closely with our Asset Managers and the SVP of Asset Management on client matters such as analyzing client's current portfolio, reviewing wealth management analyses ...

Banc of California

Portfolio Analyst

Durham, NC

The Portfolio Analyst should strive to understand the client's operating performance and needs, and work to build strong working relationships both internally and externally. Performs all duties in ...

Banc of California

Portfolio Analyst

Durham, NC · On-site

The Portfolio Analyst should strive to understand the client's operating performance and needs, and work to build strong working relationships both internally and externally. Performs all duties in ...

Fidelity Investments

Portfolio Analyst

Boston, MA · Hybrid

$90K - $175K/yr

The Portfolio Analyst works closely with the Portfolio Management Teams and plays a key role in ensuring that portfolios are positioned in accordance with the Portfolio Managers' (PM) investment ...

CMB Regional Centers

Portfolio Analyst

Dallas, TX · On-site

The Portfolio Analyst plays an integral role on the Finance team by closely monitoring and analyzing various borrower and guarantor financial reports. This person works closely with Asset Manager and ...

Banc of California

Portfolio Analyst

Durham, NC · On-site

The Portfolio Analyst should strive to understand the client's operating performance and needs, and work to build strong working relationships both internally and externally. Performs all duties in ...

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How much do weekend portfolio analyst jobs pay per year?

As of Jun 6, 2026, the average yearly pay for weekend portfolio analyst in the United States is $93,235.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $108,000.00 per year, depending on experience, location, and employer.
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Portfolio Analyst

Sound Income Group LLC

Fort Lauderdale, FL • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Posted 23 days ago

Job description

Description

POSITION: Portfolio Analyst

Location: On-site Position in Fort Lauderdale - HQ

FLSA Classification: Non-Exempt


Who We Are

Sound Income Strategies, a Sound Income Group company, operates as a Registered Investment Adviser (RIA), providing discretionary and non-discretionary investment management services to independent financial advisors and their clients nationwide. As a fiduciary, the firm is committed to portfolio oversight, regulatory compliance, and disciplined investment implementation aligned with the client's objectives.


Position Summary

The Portfolio Analyst will play a key role in supporting Sound Income Group's daily back-office investment operations. This position is responsible for executing trades, managing liquidations, performing account rebalances, and ensuring the accuracy and timeliness of all trading activities. Working in a dynamic, fast-paced environment, the analyst will collaborate closely with internal teams and financial advisors nationwide to maintain portfolio integrity and deliver exceptional client service. This role offers the opportunity to contribute to the firm's trading strategy while supporting its mission to help investors achieve sustainable, income-focused results.


Key Responsibilities
  • Perform daily input of trades, liquidations, cash blocks, and any other account action to allocate funds to the requested portfolio model for new and existing clients at a high volume
  • Daily input of trades with strict constraints to the clearing firm platforms
  • Process daily liquidation requests
  • Interface with Operations Dept to ensure proper paperwork and clear instructions for accurate trade entry are available
  • Help Portfolio managers with analyzing Security Performance and Pricing
  • Help other SIS team members with ad hoc projects
  • Prepare Internal and External Reports
  • Communicate & support our Financial Advisors across the US
  • Deliver reports and updates requested by the COO, CIO, CCO, CEO, Representative, or Manager

Requirements


Must-Have Qualifications

Background and Education:

  • Minimum 3 years' experience in wealth management, finance, or business preferred
  • Bachelor's degree in finance or related work experience
  • Strong analytical and detail-oriented aptitude; a high degree of accuracy is required
  • Excellent communication and organizational skills
  • Ability to manage time effectively, set priorities, and meet deadlines
  • Ability to learn and adapt to change
  • Desire/ability to work successfully in a small team environment

Technology Expertise:

  • Strong proficiency with the Microsoft Office suite, especially Excel
  • Prior experience with 3rd party trading software; Orion, Fidelity, Schwab
Physical & Work Environment Requirements
  • Ability to work for extended periods at a desk using a computer.
  • Ability to lift up to 10 pounds if/when necessary.
  • Routine use of telephone and email.
  • Office-based role with potential travel to conferences, events, and satellite offices as needed.
Benefits

We're proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

  • 100% employer-covered medical benefits and HRA account
  • Dental & vision plans
  • Generous PTO + 10 NYSE company holidays per year
  • 401K with company match program
  • Free onsite parking
  • Company-provided laptop and required technology
  • Access to an on-site gym (free of charge)
  • Weekly vehicle detailing (at additional cost)

Sound Income Group is an E-Verify employer.


Sound Income Group is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules, and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability, or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications, and business needs.

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