Job Details
Research / Portfolio Analyst
2025-08-27 The Miura Group Austin,TX
Description:
Our central Austin wealth management firm is looking to add to its research/ portfolio analyst team. We have a deeply integrated planning approach that incorporates asset management, retirement income distribution, estate and insurance planning. We have been entrusted with more than $1 Billion of assets under management.
Our firm is growing its 30+ year old team of great people and is strongly focused on giving back to the community in which we live and work.
Research Analyst/ Portfolio Trading
Minimum of 4 years industry experience and advanced certifications or education preferred (CFA candidate, CFA, CFP). Series 7 required.
Compensation: $75,000.00 - $110,000.00 per year
The Miura Group takes service very seriously. Together, we are committed to providing an exceptional client experience for all of our clients. We bring over 70 years of combined experience and will use that knowledge to provide you with a well-thought-out approach to financial planning.
As a founding member of Northwestern Mutual Wealth Management Company's select Private Client Group, our team has demonstrated an elevated level of skill and professionalism, and we get to work with the "best of the best" to deliver results.
At The Miura Group, we embrace the uniqueness of each individual and co-create a roadmap that is so specific to your journey that its fingerprint won't match anyone else's. We avoid cookie-cutter jargon, and instead develop a vision for each client on how to attain something that is, at its core, simple: A fulfilling life.
Benefits:
- 401(k)
- 401(k) matching
- Company parties
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Our central Austin wealth management firm is looking to add to its research/ portfolio analyst team. We have a deeply integrated planning approach that incorporates asset management, retirement income distribution, estate and insurance planning. We have been entrusted with more than $1 Billion of assets under management.
Our firm is growing its 30+ year old team of great people and is strongly focused on giving back to the community in which we live and work.
Research Analyst/ Portfolio Trading
- Primary role is portfolio trading duties (initial implementation and ongoing rebalancing and oversight) and working collaboratively with investment operations team and Lead Advisors. Portfolio trading will include both brokerage and Advisory accounts
- Working with other members of our investment team to construct and manage portfolios and investment products. The bulk of our Advisory portfolios are designed using ETFs with complimentary actively managed funds
- Provides information and makes recommendation on managers, advisory service products, investment selection, suitability guidelines and reporting decisions.
- Be able to work with outside vendors to review our portfolio construction methods and vet additional investment solutions
- Provides market insight to help guide our investment decisions
Minimum of 4 years industry experience and advanced certifications or education preferred (CFA candidate, CFA, CFP). Series 7 required.
Compensation: $75,000.00 - $110,000.00 per year
The Miura Group takes service very seriously. Together, we are committed to providing an exceptional client experience for all of our clients. We bring over 70 years of combined experience and will use that knowledge to provide you with a well-thought-out approach to financial planning.
As a founding member of Northwestern Mutual Wealth Management Company's select Private Client Group, our team has demonstrated an elevated level of skill and professionalism, and we get to work with the "best of the best" to deliver results.
At The Miura Group, we embrace the uniqueness of each individual and co-create a roadmap that is so specific to your journey that its fingerprint won't match anyone else's. We avoid cookie-cutter jargon, and instead develop a vision for each client on how to attain something that is, at its core, simple: A fulfilling life.