Description The Portfolio Analyst will work closely with the Managing Director of Operations, Wealth Managers, Operations Associates, Investment Associates, technology service providers, and custodians, to provide support to Wealth Managers, clients, and COIs, and assist in the overall efforts to ensure efficient operational procedures and exceptional support for Wealth Managers and clients. Primary Responsibilities: Provide high level of support to Wealth Managers, ensuring clients receive superior service and timely/accurate information, which may include (but is not limited to) the following activities: + Prepare client account paperwork + Coordinate alternative investment subscription/redemption requests + Process money movements (checks, journals, wires, account transfers, etc.) + Process quarterly estimated tax payments, annual RMDs and gifting securities + Prepare materials for client review meetings + Prepare tax packets for CPAs + Administer client files + Support quarterly performance reporting process + Support daily trade blotter process + Monitor incoming communications for necessary actions (capital calls, custodian alerts, etc.) + Deposit client funds and maintain checks and securities receipt log + Provide back up support in absence of other associates + Support various audits and projects as necessary Requirements Qualifications: + Undergraduate college degree (preferred) + Previous RIA/client service experience (preferred) + Working knowledge of investment operations (2+ years of experience) preferred + Familiarity with portfolio accounting, performance reporting, trading, and CRM systems + Advanced Microsoft Excel skills + Basic accounting skills + Understanding of cost basis/tax lot accounting (preferred) + Understanding of various investment vehicles (stock, bond, mutual fund, alternative investments, etc.) + A strong analytical mind, attention to detail, and a desire to learn and grow (Must have) + Positive attitude and willingness to accept change (Must have) + Strong written, verbal, and inter-personal communication skills (Must have) Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .