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Wealth Portfolio Strategist
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-12
Listing for:
Work180
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Consultant, Portfolio Manager
Job Description & How to Apply Below
A financial services firm in New York is seeking a Portfolio Analyst who will collaborate with Asset Managers to analyze and optimize client portfolios. This role focuses on providing valuable insights for investment recommendations and requires a keen attention to detail, as well as strong analytical and communication skills. The ideal candidate will have experience with various asset classes and investment vehicles, helping maintain effective relationships with clients through detailed analyses and portfolio management software.
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