Portfolio Analyst

Remote

Full-time

$95k – $105k

How to apply: Email your résumé (PDF) and a brief cover letter to pa@burksfinancialgroup.com. Use the subject line “Application – Portfolio Analyst”.

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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.

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

Quick Apply

Ready to join our team? Send your cover letter and résumé to get started.

pa@burksfinancialgroup.com

About This Role

Department:

Research & Analytics

Reports To:

Operations Director

Start Date:

Immediate

Questions?

Our HR team is here to help with any questions about this role or our application process.

Contact HR

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