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Financial Analyst

Portfolio Analyst: Strategic Asset Management & Trading

Job in Pleasant Hill, Contra Costa County, California, 94523, USA
Listing for: Lenox Advisors
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Pleasant Hill is searching for a Portfolio Analyst. This role involves collaboration with Asset Managers, analyzing and reviewing client portfolios, and making asset allocation recommendations. You will also participate in various committees and contribute to market updates. Ideal candidates are detail-oriented with strong communication and analytical skills, experienced in diverse asset classes and regulatory frameworks.

The position offers an environment that fosters professional growth and client-centric relationships.
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