Position Details
Wealth Portfolio Analyst: Asset Allocation & Insights Apply
A leading financial services firm located in New York is seeking a Portfolio Analyst to analyze client portfolios, provide asset allocation recommendations, and collaborate with Asset Managers. This role requires strong analytical skills and knowledge of investment vehicles while being involved in ongoing software updates and due diligence efforts. The successful candidate will contribute to the investment committee and act as a liaison between clients and management, ensuring optimal asset performance. #J-18808-Ljbffr
