Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 15 days ago

Portfolio Analyst - Bluerock Wealth Management

Hightower65 open roles

Where
Alpharetta, GA, USA
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowPortfolio Analyst - Bluerock Wealth ManagementHightower · Alpharetta, GA, USA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Hightower's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.6%1 day
  2. 3.4%3 days
  3. 7.8%7 days
  4. 14.3%14 days
  5. 33.7%30 days
This job: posted 15 days ago

The posting

  Your Future Team  Bluerock Wealth Management is an established and successful financial advisory firm and part of the broader Hightower network. We operate as an ensemble practice where team members collaborate on behalf of our clients. We believe this team-based approach consistently delivers exceptional outcomes and long-term value.   Unlike the traditional sales-driven model that has historically defined much of the financial services industry, we focus on what matters most: our clients. Through honest, objective advice and a commitment to service, we help clients navigate every stage of life. Our diverse team brings a wide range of experiences and expertise, fostering a collaborative environment that benefits both our clients and our colleagues.   Position Overview The Portfolio Analyst & Special Projects role is responsible for portfolio oversight, trading execution, investment strategy support, portfolio analysis, and participation in the firm's Investment Committee process. This position also plays a key cross-functional role in leading and supporting strategic projects across investments, financial planning, operations, and business management.   The ideal candidate is analytical, detail-oriented, and highly collaborative, with the ability to manage multiple priorities while partnering effectively across departments. This position reports directly to the Chief Investment Officer.    Key Responsibilities Portfolio Management & Trading

Assist in managing diversified investment portfolios through execution of investment decisions, trade execution, and ongoing portfolio monitoring. Serve as a portfolio manager on select client relationships, conducting portfolio reviews and partnering with Wealth Advisors to provide investment recommendations and support client meetings. Prepare client-facing performance reports and ad hoc portfolio analyses. Conduct firm-level portfolio reviews, monitoring concentrated positions, cash balances, and margin exposure. Support the development and maintenance of asset allocation guidelines and target portfolio models. Contribute to tax-aware portfolio management, including tax-loss harvesting and account-level portfolio decisions. Participate in investment research, portfolio implementation, and Investment Committee initiatives.

Special Projects

Lead and support management reporting related to business growth metrics, operational efficiency, and strategic initiatives. Manage the production of daily cash reports and support portfolio rebalancing reporting processes. Assist in the evaluation and oversight of private and alternative investments in alignment with firm investment strategy. Utilize Black Diamond and other portfolio management platforms for analytics, performance reporting, and operational support. Support Wealth Managers with financial planning analyses, client meeting preparation, and prospective client presentations. Communicate relevant market updates, investment insights, and research from strategists and investment managers. Assist in mentoring and developing Wealth Planners and Portfolio Management team members.

    Qualifications Education & Experience

Bachelor's degree in Finance, Economics, Accounting, or a related field. 2+ years of experience in investment analysis, portfolio management, trading, or a related financial services role. Experience with portfolio implementation, trading, and investment operations preferred (experience with Black Diamond rebalancer platform preferred). Experience with Fidelity and Schwab custodial platforms preferred.

Skills & Competencies

Strong analytical, organizational, and time-management skills. Demonstrated ability to manage multiple projects and competing priorities with minimal supervision. Exceptional attention to detail and commitment to accuracy. Ability to perform effectively under tight deadlines, client demands, and changing market conditions. Strong written, verbal, presentation, and interpersonal communication skills. Proven ability to research, synthesize, and communicate complex information. Collaborative team player with a strong work ethic, accountability, and pride in producing high-quality work. Intellectual curiosity and a commitment to staying current on investment trends, market developments, and industry best practices.

Technology Proficiency

Experience with portfolio reporting, account analysis, and trading platforms, including Black Diamond. Familiarity with investment research tools such as Morningstar. Experience using Salesforce CRM or similar client relationship management systems. Advanced proficiency in Microsoft Excel and strong working knowledge of Word and Outlook.

  Hours of Work

Standard business hours are Monday through Friday, 8:30 a.m. to 5:00 p.m. Up to two remote workdays per week may be available based on management discretion.

   What We Offer

Coverage on the first day of employment for medical, dental, and vision insurance 401k Matching Plan Paid Parental Leave Student Loan Assistance Pet Insurance Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions) Work/life Balance: Vacation time, flexible schedule Career Path Opportunities

  Hightower Advisors - Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations, and family offices, and 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).   AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.   You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.    

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Hightower's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Hightower's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Hightower's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.