Wall street Alliance group is a boutique wealth advisory firm serving ultra-high-net-worth families, physicians, and multi-generational wealth structures.

Our practice integrates:

Institutional-quality investment management
Advanced trust and estate planning coordination
ERISA retirement plan advisory (401(k), Defined Benefit, Cash Balance)
Tax-aware wealth structuring
Long-term family governance and capital preservation

We operate in a founder-led, relationship-intensive environment where credibility, discretion, and intellectual depth are paramount. Our fully integrated, all in-house advisory platform ensures that investment management, financial planning, trust coordination, and retirement plan advisory are delivered cohesively.

Core ResponsibilitiesPortfolio Construction & Asset Allocation

Support strategic and tactical asset allocation decisions
Maintain and monitor firm-wide ETF and mutual fund model portfolios
Analyze portfolio risk exposures, correlations, and allocation drift
Assist in positioning portfolios relative to macroeconomic conditions

Investment Research & Due Diligence

Conduct in-depth due diligence on ETFs, mutual funds, and other vehicles
Evaluate performance drivers, risk metrics, fee structures, and tracking error
Prepare formal research memoranda for internal review
Present findings at investment committee meetings
Monitor capital markets, fixed income trends, and equity valuation environments

Trading & Implementation Oversight

Support portfolio rebalancing and model implementation across accounts
Ensure trade execution aligns with internal compliance standards
Assist in tax-efficient transition strategies for new clients
Identify and implement tax-loss harvesting opportunities

Performance Measurement & Reporting

Conduct performance attribution and risk analysis
Prepare portfolio performance reports for advisors and leadership
Monitor dispersion across client accounts relative to models
Maintain internal investment dashboards

Advisor & Client Support

Support advisors with investment analysis for client review meetings
Assist in explaining investment strategy and portfolio positioning
Translate complex investment concepts into clear client-facing language

Required Qualifications

CFA Charterholder (Required)
Bachelor’s degree in Finance, Economics, Mathematics, or related field
3–7 years of experience in investment analysis, asset management, or portfolio management
Strong knowledge of portfolio theory, asset allocation, and risk modeling
Advanced Excel proficiency and analytical modeling capability
High level of attention to detail and operational discipline

Preferred Experience

Experience in an RIA, asset management firm, or institutional investment platform
Familiarity with portfolio management systems (Orion, Tamarac, NFS, Black Diamond)
Experience with custodians such as Schwab, Fidelity, or Pershing
Understanding of tax-aware portfolio management for HNW clients

Compensation

Base Salary Range: $125,000 – $175,000 (commensurate with experience and depth of expertise)
Performance-based bonus aligned with investment oversight, client impact, and strategic contribution
Long-term growth pathway into senior advisory or investment leadership role

Benefits

401(k) retirement plan
Comprehensive health insurance coverage
Dental insurance
Vision insurance

Career Path

Investment Analyst → Senior Investment Analyst → Portfolio Manager → Director of Investments / CIO

Wall Street Alliance Group

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