About the job
Why join Modera Wealth Management?
At Modera Wealth Management, we are an independent, fee-only firm dedicated to creating a meaningful and positive impact in the lives of our clients through sophisticated financial planning and strategic investment management. Our firm is experiencing rapid growth, and we pride ourselves on offering ample career advancement opportunities ranging from entry-level positions to ownership roles.
Since our inception in 1983, we have remained committed to being a true advisory firm, not just a firm of advisors. Our growth is propelled by our mission to provide personalized service experiences that blend professional excellence with a warm and approachable work style. Today, we have expanded to over 200 employees across 19 offices along the East Coast, managing more than $15 billion in assets for over 6,000 clients, including individuals, families, and businesses.
Position Overview:
We are seeking a dedicated Portfolio Analyst to assist in managing investment strategies, offering you extensive exposure to portfolio construction, trading, and implementation processes as part of our investment team.
Location Note: We currently have one opening for this position, which can be based in any of our office locations, including Boston, MA; Westwood, NJ; New York, NY; Charlotte, NC; Atlanta, GA; McLean, VA; Annapolis, MD; or Wayne, NJ.
Key Responsibilities:
- Oversee the daily trading, rebalancing, and reconciliation processes across the firm.
- Ensure timely execution of requests from clients and advisors.
- Maintain portfolio compliance with Investment Committee guidelines concerning asset class, market cap, sector, and individual security weightings, keeping all internal documentation thorough and up-to-date.
- Collaborate with the Wealth Management team to develop portfolio proposals for current and prospective clients.
What We Are Looking For:
We seek a collaborative team player who can harness the firm’s strengths to deliver exceptional results and solutions. Ideal candidates will embody Modera’s core values:
- Confident Humility: A quintessential team player, ready to go the extra mile to get the job done, paired with pragmatic optimism.
- Contagious Growth Mindset: An avid learner with intellectual curiosity, striving for excellence and inspiring those around you.
- Trusted Relationships: Cultivates supportive and authentic relationships built on mutual respect with colleagues.

