CAREERS

Open Positions

Portfolio Analyst

Position Overview

As asset allocators, we do not buy and sell individual stocks, we find strategies with a competitive advantage in each asset class.

The Analyst will play a critical role in supporting the Portfolio and Investment Advisory team through performance analysis, reconciliation, and preparation of materials that drive portfolio management decisions and client engagement. This position requires a combination of technical ability, strong analytical skills, and attention to detail, along with the ability to communicate findings clearly. The ideal candidate is a collaborative team player who thrives in a deadline-driven environment.

Key Responsibilities

Responsibilities include, but are not limited to:

Support the coordination of internal meetings by preparing materials, analyses, and presentations.
Develop and organize materials for client meetings, ensuring accuracy and clarity.
Collaborate with team members to conduct and deliver research that critically evaluates investment strategies and supports informed client recommendations.
Perform daily, monthly, and quarterly reconciliation of accounts, including transactions, positions, and cash flows.
Monitor and reconcile complex institutional portfolios, ensuring accuracy of performance reporting.
Analyze cash flows and assist in forecasting liquidity needs for institutional accounts.
Validate performance measurements against benchmarks and identify discrepancies or anomalies.
Partner with custodians, administrators, and internal teams to resolve reconciliation breaks in a timely manner.
Prepare statistical and quantitative analyses using data from multiple sources.
Perform operational tasks such as account maintenance and manual market value updates
Resolve discrepancies in our portfolio accounting application, Tamarac, regarding custodial feeds utilizing Portfolio Center.
Actively engage in cross-team responsibilities by collaborating with Research, Operations, and Portfolio Management departments.

Technical Skills

Advanced Excel skills (VLOOKUP, Pivot Tables, data visualization tools, etc.).
Familiarity with Pershing, Tamarac, and Salesforce (a plus).
Strong analytical and quantitative skills with ability to interpret data from multiple sources.
Proficiency with statistical analysis.

Core Competencies

Excellent oral and written communication skills.
Strong attention to detail combined with strong time management skills to consistently meet deadlines.
Self-motivated and capable of working independently while thriving in a team-oriented environment.
Organized, reliable, and able to manage multiple priorities effectively.
Proactive problem-solver with intellectual curiosity.

Preferred Qualifications

Bachelor’s degree in Finance, Economics, Accounting, or related field.
Minimum of 3 – 5 years of relevant experience in financial analysis and the reconciliation process within the investment or financial services industry.
Demonstrated interest in financial markets and portfolio management.
Commitment to professional growth (CFA, CFP®, or other designation progress a plus).

Working Environment

Fast-paced, client-focused environment.
Culture of family, service, respect, trust, and honor.
Opportunity to work independently while maintaining strong team collaboration.

What We Offer

Competitive salary commensurate with experience.
Comprehensive benefits package.
Professional development opportunities.
Collaborative and supportive work environment.
Opportunity to grow with an expanding advisory firm

Application Process

To apply, please email your resume to hr@sendero.com, along with a cover letter highlighting your relevant experience in financial analysis, reconciliation of complex institutional portfolios, validation of performance measurements against benchmarks and ability to identity discrepancies or anomalies, portfolio support, and your experience with Excel, custodial feeds, and performance platforms.

About Us

Sendero^® is a boutique, independent partner-led, employee-owned firm created to help families focus on navigating wealth and the complexities surrounding wealth. Each of the Sendero^® partners brings decades of professional and personal experience to situations. In addition to having a deeply experienced and sophisticated investment team, we have developed the expertise to deal with complex, multi-generational family needs. Incorporating institutional practices allows us to create a disciplined and thoughtful approach to the significant challenges that families face. We focus on creating sustainable, repeatable, long-term plans for our clients that include public and private investments, acquisition and disposition of business and personal assets, risk management, family office management, family foundation management, and multi-generational legacy training, as appropriate. In addition, we have developed a dedicated program that focuses on women. For more information, visit sendero.com.

Sendero^® is comprised of Sendero Wealth Management, LLC, Sendero Family Enterprise, LLC, Sendero Securities, LLC and Sendero Partners, LLC. Sendero Wealth Management is an SEC registered investment advisory firm serving clients with investable assets of $3 million and above. Sendero Securities, a broker-dealer and member of FINRA/SIPC, may offer alternative investments. Investment management services are not provided by Sendero Family Enterprise.

Job Duties

Build a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer
Support 50-75 clients, take a leadership role in 10-20 client relationships
Independently provide investment guidance, and implementing strategies for clients
Own monthly financial modeling and database management responsibilities such as IPS Targets and portfolio monitoring to proactively identify opportunities
Master understanding of risk statistics and various other portfolio measurement tools to verify accuracy of investment strategies and benchmark performance
Master understanding of global markets
Use of independent judgement & decision making abilities as well as questioning decisions & probing deeper to ensure best decisions are made

Lead the Sendero Guidance Process with clients
Create asset allocation recommendations based on investment team’s asset allocation targets and clients’ needs
Ability to successfully discuss in-depth investment related questions
Collaboratively work with all areas of the firm ensuring client request and needs are executed in a timely manner
Full control in the Request for Proposals process
Take a leadership role in firm projects
Attend prospect presentations and assist in the on-boarding process
Attend marketing and business-related events as necessary and/or required

Qualifications:

A minimum of a bachelor’s degree preferred in business-related field (accounting, finance, economics, risk management, data analytics, data science or mathematics)
Required: 5+ years investment related experience
Strong knowledge of portfolio performance and rebalancing systems
Strong presentation skills in front of individuals and groups
Lead a team of Portfolio Managers by mentoring and coaching
Knowledge of Bloomberg and/or FactSet
Series 65 license is required and remain in good standing
Assume an active role in community board(s)

Competencies:

Experience with and/or knowledge of behavioral finance
Deep experience in serving families of wealth including Cash Flow Analysis, Income Protection, and Asset Protection
Deep understanding of asset allocation and how markets work
Ability to build trust and relationships with clients and their families
Ability to manage multiple tasks with acute attention to detail while working autonomously
Ability to consistently deliver results in a timely manner
Ability to simplify complex topics
Intellectually curious, team player with a desire to make a difference
The personal qualities of honesty, loyalty, humility, diligence, attention to detail, and analytical orientation