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Financial Analyst Financial Consultant

Wealth Portfolio Analyst: Asset Allocation & Insights

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: NFP Corp
Full Time position
Listed on 2026-01-29
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Portfolio Analyst in Chicago, IL, to analyze client portfolios and make asset allocation recommendations. Candidates should have excellent communication skills and experience with various asset classes. The role involves collaborating with Asset Managers and executing trades while supporting client relationships. Attention to detail and the ability to operate analytical software tools are essential for success in this role, which offers a dynamic team environment and the opportunity to contribute to investment strategies.
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