Portfolio Analyst

Job description

Description POSITION: Portfolio Analyst: Location: On-site Position in Fort Lauderdale – HQ FLSA Classification: Non-Exempt: Who We Are: Sound Income Strategies, a Sound Income Group company, operates as a Registered Investment Adviser (RIA), providing discretionary and non-discretionary investment management services to independent financial advisors and their clients nationwide. As a fiduciary, the firm is committed to portfolio oversight, regulatory compliance, and disciplined investment implementation aligned with the client's objectives. Position Summary: The Portfolio Analyst will play a key role in supporting Sound Income Group's daily back-office investment operations. This position is responsible for executing trades, managing liquidations, performing account rebalances, and ensuring the accuracy and timeliness of all trading activities. Working in a dynamic, fast-paced environment, the analyst will collaborate closely with internal teams and financial advisors nationwide to maintain portfolio integrity and deliver exceptional client service. This role offers the opportunity to contribute to the firm’s trading strategy while supporting its mission to help investors achieve...