Portfolio Analyst – Family Office
Location: Houston, Texas
Experience: 2–5 Years
Employment Type: Full-Time
Position Overview
A prominent Family Office based in Houston is seeking a Portfolio Analyst to join its investment team. This individual will support the management of a diversified public markets portfolio, working closely with senior investment professionals across investment research, portfolio construction, trading activities, performance analysis, and risk monitoring.
The ideal candidate will have 2–5 years of experience within investment management, equity research, asset management, a family office, hedge fund, endowment, foundation, or institutional investment platform. This role offers significant exposure to investment decision-making and portfolio management across multiple asset classes.
Key Responsibilities
Conduct fundamental investment research and analysis on public equities, ETFs, fixed income securities, and alternative investment opportunities.
Support portfolio managers in portfolio construction, asset allocation, and investment strategy implementation.
Monitor portfolio performance and prepare detailed performance attribution reports.
Analyze market trends, economic developments, and company-specific catalysts impacting portfolio holdings.
Assist with trade execution and portfolio rebalancing activities.
Develop and maintain financial models, valuation analyses, and investment research reports.
Track portfolio exposures, concentration risks, and investment performance metrics.
Prepare investment committee materials, market commentary, and portfolio reviews.
Conduct due diligence on external investment managers, funds, and investment opportunities.
Coordinate with custodians, brokers, and investment service providers to ensure accurate portfolio reporting and transaction processing.
Support ongoing investment operations and special projects as required.
Qualifications
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Engineering, or a related field.
2–5 years of experience in equity research, investment analysis, portfolio management, trading, asset management, family office investing, hedge funds, private wealth management, or institutional investing.
Strong understanding of capital markets, portfolio management principles, and investment analysis.
Experience building financial models and performing fundamental company analysis.
Knowledge of portfolio analytics, performance attribution, and risk management concepts.
Advanced Excel skills required.
Experience with Bloomberg, FactSet, Capital IQ, Morningstar Direct, or similar investment platforms preferred.
Excellent analytical, quantitative, and problem-solving skills.
Strong written and verbal communication abilities.
Ability to work independently while collaborating effectively with senior investment professionals.
High attention to detail and strong organizational skills.
Preferred Background
Equity research experience covering public companies and investment opportunities.
Experience supporting institutional or high-net-worth investment portfolios.
Exposure to trading and portfolio implementation processes.
Familiarity with multi-asset class portfolios, including equities, fixed income, and alternative investments.
Progress toward or completion of the CFA designation is highly desirable.
Compensation & Benefits
Competitive base salary and performance-based bonus.
Comprehensive health, dental, and vision benefits.
Retirement savings plan with employer contribution.
Direct exposure to portfolio management and investment decision-making.
Opportunity to work within a sophisticated investment platform managing long-term family capital.
This is an excellent opportunity for an investment professional seeking broad exposure across research, trading, portfolio management, and investment strategy within a dynamic and well-established Houston-based Family Office.

Portfolio Analyst (Family Office)

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