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Portfolio Analyst

MainStreet Advisors • Chicago, IL, US • published 2026-09-24 22:03:54.938577

Description

**Job Overview** MainStreet Advisors is looking to fill the role of Portfolio Analyst (PA). We are a Registered Investment Advisor serving community banks and trust institutions, RIAs, and family offices across the country. MSA provides portfolio management, investment analysis, manager due diligence, marketing materials, investment writing, and related services to our clients. The PA is primarily responsible for supporting MSA’s client relationships through portfolio analysis and implementation, investment proposals, portfolio reviews, and ongoing client communication. Working within the guidance of MSA’s Investment Committee and Portfolio Managers, the PA helps implement the firm’s investment views and client\-specific portfolio strategies. As experience and familiarity with individual client relationships develop, the PA assumes greater responsibility for day\-to\-day portfolio management and direct client communication. The PA also contributes to MSA’s broader investment activities, including manager due diligence, investment committee work, company publications, and client and market presentations. This position is well suited for an investment professional with foundational i...

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