Associate Portfolio Analyst

Lane Gorman Trubitt, LLC

Associate Portfolio Analyst supporting investment management for LGT Financial Advisors. Aiming to build a career in portfolio management, analytics, and wealth advisory.

Posted 5/5/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Support the firm’s investment management process through a combination of data analytics, reporting, systems management, investment operations, and portfolio support.
Portfolio data and performance reporting
Private investment tracking and pricing
Investment platform organization
Technology, systems, and process improvement
Team support and investment oversight

Requirements

What you’ll need

Bachelor’s degree in finance, accounting, economics, business, data analytics, or a related field
Comfort working with investment data, spreadsheets, reports, and multiple systems
Ability to manage recurring tasks independently and consistently
Work in office at least three days per week
Interest in, or active pursuit of, the CFA® designation.
Experience with Black Diamond, Fidelity Wealthscape, Charles Schwab, CAIS, or similar investment platforms
Familiarity with basic asset classes such as public equity, fixed income, private equity, private credit, real assets, and alternative investments

Benefits

Comp & perks

Educational, professional, and social opportunities
Family atmosphere

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analyticsreportingsystems managementportfolio supportinvestment operationsinvestment data managementspreadsheetsperformance reportingprivate investment trackingpricing

Soft Skills

independent task managementorganizational skillsteam supportinvestment oversight

Certifications

CFA® designation