Portfolio Analyst

True North Advisors is seeking a Portfolio Analyst to join our team. True North is a $5.8B+ Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients. This is a full-time role based in our Dallas, TX office.

Responsibilities

• Analyze, implement, and monitor portfolio strategies across various account types, tax structures, investment vehicles, and client-specific requirements.
• Manage portfolio transitions involving concentrated positions, embedded capital gains, illiquid holdings, legacy investments, account restrictions, and tax sensitive implementation considerations.
• Conduct household-level portfolio analysis to ensure alignment across accounts, registration types, investment objectives, and cash flow needs.
• Coordinate the implementation of separately managed accounts, third-party managers, alternative investments and custom investment strategies.
• Monitor portfolio alignment, including investment guidelines, restrictions, asset allocation, risk exposures, liquidity, cash positioning, tax considerations, and implementation exceptions.
• Partner with advisors and investment professionals to develop tax-efficient implementation strategies for new and existing clients.
• Support the integration of acquired advisory firms through portfolio analysis, account mapping, asset classification, model alignment, and implementation planning.
• Maintain and enhance trading platforms, investment data, model governance, and implementation workflows while identifying opportunities for automation and process improvement.
• Serve as a resource on portfolio implementation, trading workflows, custodian capabilities, account structures, and investment technology.

Qualifications & Experience

• Bachelor’s Degree required.
• 0-5 years of relevant experience preferred. Candidates at varying experience levels will be considered.
• Strong understanding of portfolio construction, asset allocation, diversification, risk management, and investment implementation.
• Ability to understand both the investment rationale behind portfolio recommendations and the operational considerations required to implement them accurately and efficiently.
• Experience with portfolio trading, rebalancing, or implementation across multiple account types, custodians, and client objectives strongly preferred.
• Experience within an RIA, wealth management firm, family office or institutional investment manager strongly preferred.
• Familiarity with a range of investment vehicles, including separately managed accounts, mutual funds, ETFs, individual equities, fixed income, alternative investments, and limited partnerships.
• Experience with RedBlack, Addepar, or other institutional portfolio management and rebalancing platforms strongly preferred.
• Experience with Schwab Advisor Center, Fidelity Wealthscape, Pershing NetX360, or similar wealth management platforms preferred.
• Advanced Excel skills required.
• Exceptional attention to detail, analytical thinking, and problem-solving skills.
• Ability to manage competing priorities, work independently, and collaborate across investment, advisory, operations, and technology teams.
• Ability to exude True North’s core values.
• Must consent to a credit report and background check.

Benefits & Perks

• Competitive base salary
• Competitive bonus potential based on successful execution of firm goals and individual performance metrics
• 15 days of Paid Time Off (PTO) for new employees; increases to 18 days after the second year and increases from there per a schedule

Volunteer Time Off (VTO)

• Telecommuting opportunities
• 401(k) with employer contribution
• Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
• Employer reimbursement for professional designations and continuing education
• Free Financial Planning services for employees and their spouses
• Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more!

Background

True North is an Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients. True North builds institutional-grade portfolio utilizing public, alternative and private investments, and manages an alternative platform called Western Alternative Strategies.

True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity, and the absence of conflicts of interest.

Established in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. Go North today and join us to help us continue to fulfill lives.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.