Summary: This role supports portfolio construction, trade execution, and performance attribution for discretionary and model-based strategies, ideal for growing into a portfolio-manager or investment-consultant track. Highlights: 1. Support portfolio construction and trade execution 2. Opportunity for growth into portfolio management or investment consulting 3. Contribute to manager due-diligence and market commentary About the Role: Support portfolio construction, trade execution, and performance attribution for discretionary and model-based strategies. Ideal for candidates with a solid operations background who want to grow into a portfolio-manager or investment-consultant track. Ready to join our team? Send your cover letter and résumé to our email: pa@burksfinancialgroup.com Responsibilities: - Generate daily cash & drift reports; prepare trade files for execution - Rebalance model portfolios using tax-aware best-execution workflows - Produce monthly performance and attribution packages for clients - Assist advisers in proposal generation and client review decks - Maintain portfolio compliance rules and exception monitoring - Contribute to manager due-diligence memos and market commentary Requirements: - 3+ years in portfolio analytics, trade support, or performance measurement -Strong Excel (Power Query) and Python skills; familiarity with SQL a plus - Bachelor’s degree in Finance, Economics, Math, or related field - Series 65 (or ability to obtain within 6 months) - Experience with platforms such as Orion, Black Diamond, or Addepar - Meticulous attention to detail and client-service mindset Benefits & Perks: - Fully remote schedule with quarterly in-person offsites (Denver) - 401(k) with 4 % match + immediate vesting - Medical, dental, vision, and employer-paid life & disability insurance - 15 days PTO to start, scaling to 25 days after 5 years - $2 k annual professional-development allowance (CIPM, CFA Level I, etc.) - Career-path framework toward Senior Analyst / Associate PM roles
Craigslist · HR
Craigslist · HR
