Portfolio Analyst — Succession Track to Portfolio Manager
Hybrid | Minimum 2 Days In-Office

The Opportunity
This role is built for a curious, disciplined thinker who enjoys markets, data, and decision-making, and wants to see their work directly shape real client portfolios. You will start with hands-on analysis and implementation responsibilities, then progressively take on greater ownership of portfolio design, risk management, and investment decision-making. Over time, this role is designed to evolve into a full Portfolio Manager position.

Work Arrangement
Hybrid (minimum 2 days per week in-office)

What You’ll Do:

Portfolio & Market Analysis

• Perform daily analysis of existing quantitative trading systems and investment models
• Monitor economic indicators, market trends, and regime shifts
• Maintain and enhance proprietary quantitative and economic models

Implementation & Execution

• Implement model trades across multiple investment platforms
• Analyze taxable accounts and recommend tax-efficient implementation strategies
• Review prospective client portfolios to identify risks, inefficiencies, and opportunities

Collaboration & Communication

• Work closely with financial advisors on appropriate asset allocations
• Participate in client and advisor meetings to explain investment models and positioning
• Meet with external fund managers to discuss strategies and market outlooks

Research & Innovation

• Develop ideas for new trading systems with the research team
• Design, test, and refine new quantitative strategies
• Analyze potential investments for inclusion within investment models

Education & Content

• Create investment-related content for the firm’s blog and social media platforms
• Help educate clients and advisors through clear, thoughtful market commentary

What We’re Looking For

Core Qualifications

• Strong analytical mindset with a foundation in statistics (regression, probability, hypothesis testing, time-series analysis)
• Advanced Excel skills and comfort working with large datasets
• Ability to manage multiple priorities with accuracy and attention to detail
• Exceptional communication skills with a client-first mindset

Experience & Credentials (Preferred)

• CFA designation a plus (candidates expected to begin the CFA program within 12 months, with employer support)
• 5+ years of investment experience
• Experience with tools such as Morningstar Direct, MoneyGuidePro, or similar platforms
• Exposure to programming languages such as Python (or strong willingness to learn)
• Interest in pursuing additional certifications (CFA, CFP®, CKA®)

Who Thrives Here
This role is a strong fit for someone who:

• Enjoys understanding why markets move, not just reacting to headlines
• Thinks in systems, probabilities, and risk management rather than predictions
• Wants increasing responsibility over time, not constant job-hopping
• Is intellectually curious, humble, and comfortable saying, “Let’s test that”
• Values mentorship and long-term career development over short-term flash

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.