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Strategic Portfolio Analyst Client Goals
Job in
Alpharetta, Fulton County, Georgia, 30239, USA
Listed on 2026-01-22
Listing for:
Blue Trust, Inc.
Full Time
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Financial Analyst -
Business
Financial Analyst
Job Description & How to Apply Below
A financial services company located in Georgia seeks a Portfolio Analyst to ensure client portfolios align with their investment goals. This role involves regular reviews of investment accounts, engagement with clients, and collaboration with various teams to develop comprehensive investment solutions. Candidates should have a bachelor's degree and strong skills in communication and financial analysis.
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