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Portfolio Analyst Manager
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Job Description
- Req#: R-102043
Employer Industry: Wealth Management Firm
Why consider this job opportunity:
- Salary up to $110,000.00, exclusive of bonuses and benefits
- Eligible for corporate bonus opportunities
- Comprehensive benefits including medical, dental, and vision coverage
- 18 days of paid time off (PTO), increasing to 25 days after 4 years
- Opportunities for professional development and training
- Remote work flexibility available
What to Expect (Job Responsibilities):
- Provide investment support to help advisors enhance growth, wallet share, and client retention
- Assist in the creation of investment proposals and support onboarding of assets
- Serve as the first point of contact for advisor inquiries regarding the investment platform
- Participate in initiatives to improve the investment advisory platform offerings
- Actively contribute to projects aimed at enhancing client experiences and outcomes
What is Required (Qualifications):
- Bachelor's degree (or equivalent experience) in Science, Economics, Finance, or similar
- 6 years of experience in investments and financial product analytics
- Series 65 license required; Series 7 preferable
- Excellent oral and written communication skills
- Strong proficiency in Microsoft Office, particularly Excel
How to Stand Out (Preferred Qualifications):
- Progress towards CFA designation
- Experience in team collaboration with a solution-focused attitude
- Proven ability to prioritize workflow and manage deadlines
#WealthManagement #InvestmentAnalysis #CareerOpportunity #RemoteWork #ProfessionalDevelopment
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