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UHNW Private Wealth Portfolio Analyst - Hybrid

Job in New York, New York County, New York, 10261, USA
Listing for: Russell Tobin
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Portfolio Manager, Financial Analyst
Job Description & How to Apply Below
Location: New York

An investment management firm is seeking an experienced individual in portfolio analysis and wealth management in New York City. The role involves monitoring client investments, preparing asset allocation analyses, and supporting financial planning. Candidates should have over 6 years of experience in financial services, strong investment management skills, and a bachelor's degree. This position offers competitive health benefits, stipends, and a hybrid work model with regular in-office presence.
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