Financial Analyst - Portfolio Management

About Us:MAVERIQ is a private multi-family office serving a select group of families and entrepreneurs. We combine exceptional people, personalized service, and differentiated investment access to operate as an extension of each family’s team. Our relationships, specialized networks, and understanding of each family’s priorities allow us to deliver thoughtful, highly tailored solutions.Work You’ll Do:We are seeking a Financial Analyst to join our Portfolio Management team in a hands-on, analytically focused role spanning investment management, financial planning, portfolio analytics, and family office support. The ideal candidate combines strong quantitative skills, intellectual curiosity, creative problem-solving, advanced Excel capabilities, and an interest in AI and emerging technologies to support experienced advisors and client service professionals across investment portfolios and the broader needs of complex family wealth. You will develop investment analyses, financial models, portfolio reports, and thoughtful solutions to complex financial questions while supporting day-to-day portfolio activities, participating in client meetings, and collaborating with external advisors. Success in this role means building a strong technical foundation while becoming a trusted team member known for analytical rigor, sound judgment, responsive support, and consistent follow-through.

Key Responsibilities

Investment Analysis & Portfolio ManagementAnalyze client portfolios and support the development, presentation, and implementation of investment recommendations.Assist with asset allocation, portfolio construction, diversification, rebalancing, concentrated exposures, and portfolio transitions.Prepare investment proposals aligned with client objectives, risk tolerance, liquidity needs, and investment horizons.Conduct research across public and private markets, including investment due diligence on third-party managers and private investment opportunities.Analyze portfolio performance, investment exposures, capital account balances, and liquidity requirements.Support trading activities, investment implementation, and ongoing portfolio monitoring.Prepare investment updates, alternative asset summaries, macroeconomic research, and scenario analyses for client meetings.Take ownership of ad hoc analytical projects requiring creativity, structured problem-solving, and analytical rigor.Financial Planning & Family Office AnalyticsDevelop and maintain client balance sheets, net worth statements, cash flow projections, and financial plans.Build financial models evaluating wealth projections, liquidity needs, major purchases, and other important financial decisions.Analyze complex financial structures, including trusts, partnerships, investment entities, and concentrated positions.Support tax-aware investment analysis, estate planning, philanthropy, and multi-generational wealth planning.Coordinate investment-related tax information, including K-1s and 1099s, with clients' accountants and other advisors.Maintain accurate financial information across planning, reporting, and portfolio management systems.Client Reporting & Advisory SupportPrepare accurate, polished investment reports, performance reviews, portfolio summaries, and client presentations.Participate in client meetings as appropriate, supporting investment discussions, financial analysis, and information gathering.Collaborate with advisors, custodians, accountants, attorneys, and other professionals to address client requests and facilitate financial activities.Assist with account documentation, investment subscriptions, capital calls, distributions, and other portfolio transactions.Maintain accurate client records and activity tracking within CRM and other firm systems, emphasizing responsiveness and attention to detail.Technology, Data & Process ImprovementLeverage advanced Excel, AI tools, and other technologies to enhance financial analysis, investment reporting, and team efficiency.Develop financial models, analytical tools, dashboards, and automated workflows.Identify opportunities to streamline processes, improve data quality, and enhance client reporting.Build proficiency across portfolio reporting, financial planning, CRM, and custodial platforms.Support data reconciliation, reporting accuracy, and quality control while evaluating emerging technologies.Team Collaboration & Professional DevelopmentWork closely with investment advisors, client service professionals, and specialists to deliver coordinated client solutions.Take initiative in managing assignments, meeting deadlines, and independently solving problems.Contribute to projects that improve investment capabilities, client service, and operational efficiency.Continuously develop knowledge of investments, financial planning, tax considerations, estate planning, and comprehensive family office services.Who We’re Looking For:Bachelor's degree, preferably in Finance, Economics, Mathematics, Data Science, Engineering, or another analytically rigorous discipline.1–4 years of relevant experience in investment analysis, financial analysis, wealth management, consulting, or another quantitative role. Exceptional recent graduates will also be considered.Strong quantitative aptitude and ability to analyze complex financial information and develop practical solutions.Advanced Excel skills, including financial modeling and data analysis, and strong PowerPoint proficiency.Familiarity with AI tools and enthusiasm for using technology to improve analysis, productivity, and decision-making.Strong interest in financial markets, portfolio management, investments, and comprehensive wealth planning.Excellent communication, organizational, and problem-solving skills, with exceptional attention to detail.Demonstrated initiative, intellectual curiosity, resourcefulness, and ability to work independently and collaboratively.High standards of professionalism, discretion, ethics, confidentiality, and client service.Familiarity with CRM systems, Addepar, Fidelity, Schwab, or comparable platforms is a plus.CFA or CFP designation, or interest in pursuing a relevant professional designation, is encouraged.What You Bring:Analytical and Intellectually Curious: You enjoy working with numbers, understanding complex financial questions, and continuously expanding your knowledge.Technically Capable and Resourceful: You are proficient with spreadsheets, comfortable learning new systems, and enthusiastic about leveraging AI and technology.Creative Problem Solver: You embrace challenges, ask thoughtful questions, and persist until you find practical solutions.Detail-Oriented and Accountable: You take pride in accurate work, manage competing priorities, and take ownership of assignments from beginning to end.Collaborative and Client-Minded: You communicate effectively, enjoy working with others, and recognize the importance of your work to clients and their families.Adaptable and Resilient: You embrace feedback, remain composed under pressure, and approach new challenges with flexibility and initiative.How You’ll Grow:This role provides broad exposure to investment management, financial planning, client advisory, and family office operations. Successful Analysts will have opportunities to deepen their technical expertise, increase client interaction, and assume greater responsibility for investment analysis, planning, and complex advisory initiatives.Total Rewards:Estimated Base Salary: $100,000–$125,000, DOEEligible for annual discretionary bonusEligible for long-term incentive plan (LTIP)/equity participationCompetitive benefits package