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Financial Consultant Financial Analyst Portfolio Manager Financial Services

Client Portfolio Analysis Associate — ETF SMA Focus

Job in Newark, Essex County, New Jersey, 07175, USA
Listing for: Prudential Annuities Distributors (PAD)
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst, Portfolio Manager, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services corporation is seeking an Associate for Client Portfolio Analysis in Newark, NJ. The ideal candidate will have over 6 years of experience in client services, particularly with retail separately managed accounts. Responsibilities include providing portfolio analyses, liaising with clients and financial advisors, and generating performance reports. Candidates should possess strong Excel skills and hold a CFA designation.

Competitive salary with various employee benefits including a pension plan and wellness programs.
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Position Requirements
10+ Years work experience
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